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52 Best Stock Pitches (16th-31st July) πŸ”₯

52 Best Stock Pitches (16th-31st July) πŸ”₯

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Capital Employed
Jul 31, 2025
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Capital Employed
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52 Best Stock Pitches (16th-31st July) πŸ”₯
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Welcome to another edition of the Capital Employed Newsletter.

If you’ve not done so already make sure to check out the Q2 2025 Fund Letters Round-Up - 96 letters have been added so far. It’s a treasure trove of insights and ideas.

To enjoy all the content we publish in full consider becoming a paid subscriber.

Latest interviews with fund managers sharing their best ideas…

#116 - Alyx Wood (Kernow Asset Management) πŸ“—

#115 - Dan Lysik (Miller Deep Value Select Fund) πŸ“—

#114 - Erling Sorenson (Aligned Capital Management) πŸ“—

BEST IDEA AWARD FOR THIS ISSUE πŸ†

Real Assets Value on Veris Residential πŸ‡ΊπŸ‡Έ

NJ waterfront apartment REIT trading at >25% discount to NAV, 1/5 of portfolio sold or under contract, potential M&A target for listed REITs.

A round-up of the the best β€˜fresh-off-the-press’ stock pitches from the past two weeks…

North America

Deep Sail Capital on Precipio πŸ‡ΊπŸ‡Έ

Biotechnology company that is focused on cancer diagnostics.

Trident Opportunities on IRIDEX πŸ‡ΊπŸ‡Έ

Razor-blade medical device company in the midst of a turnaround.

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