50 Top Stock Pitches (13th-19th July) 🟢
Latest stock pitches from fund managers and stock picking newsletters. Find your next idea >
Welcome to another edition of the Capital Employed Newsletter.
If you’ve not done so already make sure to check out the Q2 2026 Fund Letters Round-Up - 76 letters have been added so far. It’s a treasure trove of insights and ideas.
To enjoy all the content we publish in full consider becoming a paid subscriber.
Latest interviews with fund managers sharing their best ideas…
#136 - Dan Rupp (Parkway Capital) 📗
#135 - David Ridland (Castlebay Investment Partners) 📗
#134 - Patrick Rial (TriVista Capital/Hosomichi Fund) 📗
BEST IDEA AWARD FOR THIS ISSUE 🏆
Deep Sail Capital Partners on Celestica 🇺🇸
Celestica has transitioned from its legacy roots as an IBM captive manufacturer to become a design and technology integration leader within the AI and cloud infrastructure space.
Celestica is well-positioned for multi-year revenue and profitability growth, driven by secular tailwinds in AI data center expansion specifically leveraged to 1.6T networking and Co-packaged Optics, both of which are burgeoning trends in data center architecture.A round-up of the best ‘fresh-off-the-press’ stock pitches…