49 Stock Pitches (13th-19th April) ⚡
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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 Q1 2026 Fund Letters Round-Up. Over 60 fund letters from many talented emerging managers have been uploaded so far, with many more to come.
Rummaging through these letters is a great way to find new ideas and insights.
Latest interviews with fund managers sharing their best ideas…
#130 - Andrew Marasco (Matrice Capital) 📗
#129 - Patrick O’Brien (Jackson Peak Capital) 📗
#128 - Dom Wells (Onfolio Holdings Inc) 📗
BEST IDEA AWARD FOR THIS ISSUE 🏆
Crossroads Capital on VersaBank 🇨🇦
Mispriced as a sleepy Canadian bank, VersaBank is a founder-led technology platform with proven credit discipline, downside protection, and a clear runway for asymmetric growth.
On the surface, VersaBank is priced as a niche Canadian B2B bank, gathering deposits and extending financing digitally through third-party intermediaries.
We believe VersaBank will soon be understood for what it is: a high-moat financial-technology business leveraging its proprietary platform to create uniquely profitable outcomes for financial partners.
With not one but two imminent growth drivers leading to a rapid inflection in earnings power, we see plausible scenarios where VersaBank equity appreciates 3x, 5x, or 10x over the next 2–3 years.A round-up of the best ‘fresh-off-the-press’ stock pitches from last week…