49 Quality Stock Pitches (2nd-8th 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 🏆
Ennismore Global Smaller Companies Fund on Midac Holdings Co Ltd 🇯🇵
Midac is a Japanese landfill operator with a market capitalisation of £260m and an enterprise value of £295m that we believe is well positioned to benefit from an upcycle in industrial waste volumes just as it emerges from a significant investment phase.
On our estimates, the shares trade at less than 12x March 2029 (year-end) free cash flow, with a runway for high single-digit earnings growth thereafter.A round-up of the best ‘fresh-off-the-press’ stock pitches from last week…