Welcome to another edition of the Capital Employed Newsletter.
If you’ve not done so already make sure to read the Q4 2024 Fund Letters Round-Up. 133 fund letters have been added so far, this is a treasure trove of insights and potential investment ideas.
Latest interviews with fund managers discussing their best ideas…
#107 - Sam and Joel (Chess Capital)
#106 - Dave Waters (Tactile Fund)
#105 - John Kabbaz (Phoenician Capital)
49 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks…
North America
Maestria Partners Fund on Magnite 🇺🇸
The world’s largest independent sell-side advertising platform.
Fundasy Investor on American Coastal Insurance Co 🇺🇸
The niche Florida catastrophe insurer.