53 Stock Pitches (10th-16th August)
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 - 146 letters have been added so far. It’s a treasure trove of insights and ideas.
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Latest interviews with fund managers/private investors sharing their best ideas…
#138 - Seb Krog (Treasure Hunting)📗
#137 - Colin King (Value Don’t Lie) 📗
#136 - Dan Rupp (Parkway Capital) 📗
BEST IDEA AWARD FOR THIS ISSUE 🏆
Ennismore European Smaller Companies Fund on Bravida Holding
Europe's AI infrastructure buildout is creating a multi-year opportunity for contractors with the technical capability to deliver hyperscale data centres.
We believe Bravida is emerging as one of the Nordic beneficiaries, yet the market continues to value it as a conventional contractor.A round-up of the best ‘fresh-off-the-press’ stock pitches…