Welcome to another edition of the Capital Employed Newsletter.
Latest interviews with fund managers discussing their best ideas…
#110 - Xinyu Ru (Fawkes Capital Management)
#109 - Matt Geiger (MJG Capital)
#108 - Alex Feng (Rome Capital)
45 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading so far this month…
North America
Steve Wagner on Rocket Lab 🇺🇸
Designs and manufactures small and medium-class rockets, spacecraft and components.
Miller Value Funds on Ziff Davis Inc 🇺🇸
A digital media and internet investment company targeting the technology, shopping, entertainment, and health verticals.