45 Top Stock Pitches (9th-15th March) ✍️
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Welcome to another edition of the Capital Employed Newsletter.
Latest interviews with fund managers sharing their best ideas…
#128 - Dom Wells (Onfolio Holdings Inc) 📗
#127 - Kevin Tracey (Oberon Asset Management) 📗
#126 - Jarratt Davis (DV Capital Partners) 📗
BEST IDEA AWARD FOR THIS ISSUE 🏆
Baumann Capital on SOL Group 🇮🇹
Founded in 1927 in Monza, Italy, SOL emerged as a dual-engine industrial compounder with close
to €2bn in sales.
They operate both, one of Europe's leading industrial gas franchises serving 50k customers across 32 countries (think Linde or Air Liquide), as well as a homecare health business (called Vivisol) that has grown to 750k patients, making it the largest home respiratory care provider in Italy, Belgium, and the Netherlands.
Both divisions contribute about half of the business, but 55% of sales are really exposed to healthcare. Let that sink in for a second.A round-up of the best ‘fresh-off-the-press’ stock pitches from last week…