56 Best Stock Pitches (22nd-28th June) [NO PAYWALL]
From gold mines to rubber flip flops. Find your next idea >
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BEST IDEA AWARD FOR THIS ISSUE ๐
Dirt Cheap Europe on Churchill China ๐ฌ๐ง
Manufacturer of performance ceramics. Priced as a corpse, built like a survivor. 0.6x Book. Net cash. 6.5% dividend, and a 217-year-old rival that just died.A round-up of the best โfresh-off-the-pressโ stock pitchesโฆ
North America
Value Never Sleeps on GEE Group ๐บ๐ธ
Provider of professional staffing services and human resource solutions. An activist-driven sale story trading near cash.
Deep Sail Capital on SuperCom ๐บ๐ธ
Electronic monitoring disruptor nano-cap. 70-90% hidden revenue growth. 4ร Adj EBITDA
Price and Punishment on Meridian Holdings ๐บ๐ธ
Gaming technology company operating across multiple international markets.
Fugazi Research on Freecast ๐บ๐ธ
Short thesis. Provides smart guide digital interactive technology for consumers to organize various sources of online media.
The Lionโs Roar on FST ๐บ๐ธ
Manufacturer of golf shafts.
SixSigmaCapital on Ouster ๐บ๐ธ
Designs hardware/software that allow robots, autonomous vehicles, and smart city infrastructure to navigate the physical world safely.
D Invests on Zoetis ๐บ๐ธ
Global animal health company.
Atai CM on BK Technologies ๐บ๐ธ
Provides public safety grade communications products and services.
Jimmyโs Journal on Arista Networks ๐บ๐ธ ๐
A high-quality compounder, positioned to outperform.
Bearhold Research on Wingstop ๐บ๐ธ
Fast casual chicken wings-focused restaurant chain.
Maaiz Khan on Barnes & Noble Education ๐บ๐ธ
Operator of physical and virtual bookstores for college and university campuses.
Pelican Way Research on Hyliion ๐บ๐ธ
Short thesis. Designs and develops power generators for stationary and mobile applications.
Bedrock Value on Ashford Hospitality Trust ๐บ๐ธ
Special situation. $2.6 billion of non-recourse debt, a huge advisor termination fee with priority claim, and a stub thatโs worth somewhere between zero and several times todayโs price.
BioEquity Watch on Vera Therapeutics ๐บ๐ธ
Sitting on a massive opportunity in the autoimmune kidney disease space, and we think the stock could climb 77% to hit $74.00.
Quality Value Research on Atlassian ๐บ๐ธ
Provider of team collaboration and productivity software.
Hidden Gems Investing on Strattec Security ๐บ๐ธ ๐
A family business being transformed by its first professional CEO. An automotive supplier that designs and manufactures door handles, power access, keys, locks, latches and other products.
Bourseko on Reddit ๐บ๐ธ
The most valuable data on the web.
Umibลzu Research on EquipmentShare ๐บ๐ธ
Short thesis. Equipment rental platform servicing jobsite.
GabGrowth on Man Utd ๐บ๐ธ
Deep dive on the Premier League football club.
Onchain Mind on Strategy ๐บ๐ธ
Bitcoin treasury company trading under NAV.
Emerging Value on Inter & Co ๐บ๐ธ
Brazil-based company that developed a global payments platform combining a fully digital backbone with integration with other payments platforms.
Firm Returns on Charter Communications ๐บ๐ธ
Uncertainty around competition from new technologies and a heavy debt burden have pushed Charter's share price to its lowest level in a decade.
P14 Capital on Belden ๐บ๐ธ
90%+ upside in a mispriced IT/OT networking leader at an inflection.
The Mikro Kap on Solitron Devices ๐บ๐ธ ๐
Designs and manufactures semiconductor components for the military and aerospace industry.
Warden Capital on United Parks and Resorts ๐บ๐ธ
Owner of Seaworld, Busch Gardens and a few smaller resorts, is a very interesting high yield hard asset opportunity right now.
Kairos Research on Aimia ๐จ๐ฆ
Previously an airline rewards business that unraveled and is now converting into a permanent capital vehicle.
Nugget Capital on H&R Real Estate Investment Trust ๐จ๐ฆ
Owner, operator and developer of residential and industrial properties.
Doug Casey on Sonoro Gold ๐จ๐ฆ
A $95 million company sitting on a $340 million mine.
Europe
Welfare Capital Research on Distribution Finance Capital Holdings ๐ฌ๐ง
Specialist UK bank growing BVPS at 15% CAGR, trading at 80% of tangible book value and PE 7, repurchasing shares with ambitious targets.
Price to Tangible Bruce on Nexteq ๐ฌ๐ง
Specialist B2B technology outsourcer. Supplies the computing hardware and display systems that sit inside slot machines and industrial equipment such as broadcast panels and medical devices.
Dirt Cheap Europe on Churchill China ๐ฌ๐ง
Manufacturer of performance ceramics. Priced as a corpse, built like a survivor. 0.6x Book. Net cash. 6.5% dividend, and a 217-year-old rival that just died.
Maynard Paton on ME Group ๐ฌ๐ง
Operates, sells and services a range of instant-service vending equipment, primarily aimed at the consumer market. P/E 7, DY 8%.
Businesses Not Stocks on Headlam ๐ฌ๐ง
Short sellers, management without a track record, rubbish business... itโs all pretty bad. So why am I buying shares?
Corfe Capital on Hargreaves Services ๐ฌ๐ง
Diversified industrial services group. No debt, a 4.9% yield, and active positions on HS2, Sizewell C and the Lower Thames Crossing.
Price to Tangible Bruce on Grainger ๐ฌ๐ง
The UKโs largest listed residential landlord, owning and operating modern build-to-rent apartments in major cities across the country. 0.55x TBV for a 15% compounder with activists onboard.
The Oak Bloke on LBG Media ๐ฌ๐ง
Operates a global digital entertainment business with a focus on young adults. Single digit P/E, no net debt.
Businesses Not Stocks on Shoe Zone ๐ฌ๐ง
Omni-channel footwear retailer. Deep value play.
Goldman Wonโt Cover This on Gaztransport et Technigaz SA ๐ซ๐ท
Engineering company specialized in containment systems for the shipping and storage in cryogenic conditions of LNG.
Kubang Pasu Capital on Vusion ๐ซ๐ท
Shareholder selling and Walmart fears have crushed the stock, but recurring revenue and European contracts may change the story.
Crack The Market on BE Semiconductor Industries ๐ณ๐ฑ ๐
The packaging monopoly at the heart of the 3D chip era.
Fluent In Quality on Cembre ๐ฎ๐น
A maker of electrical connectors and the tools to install them. Quality compounder.
Dismissed & Asset-Backed on Emak ๐ฎ๐น
Industrial group focused on outdoor power equipment, pumps and high-pressure water jetting, and related components & accessories. A family-controlled Italian acquisitive conglomerate at 0.81x TB.
Goldman Wonโt Cover This on Kri Kri ๐ฌ๐ท
Family business, yogurt manufacture.
Boredom Baron on ATOSS Software SE ๐ฉ๐ช
A debt-free, founder-built, cash-gushing workforce-management software business.
Deep Value Stocks on Aumann AG ๐ฉ๐ช
Machine builder focused on automation solutions, including production lines for electric drivetrains and other industrial applications.
Heavy Moat Investments on innoscripta SE ๐ฉ๐ช ๐
Specialized in cloud-based compliance software for research and development.
Boredom Baron on Heidelberger Druckmaschinen AG ๐ฉ๐ช
A 175-year-old company makes enormous metal machines that put ink on paper.
Tactile Fund on UIE Plc ๐ฉ๐ฐ
A 48% shareholder in one of the worldโs largest, most profitable, and most environmentally friendly palm oil producers, United Plantations Berhad.
Global Outperformers on Investment AB Latour ๐ธ๐ช ๐
An industrial conglomerate, part family office and part serial acquirer.
Toni on Rex Concepts SA ๐ต๐ฑ
Restaurant operator who owns the exclusive rights to operate Popeyes and Burger King Re
Asia
Value & Opportunity on Tokio Marine ๐ฏ๐ต
Insurance business, Berkshireโs newest holding.
Kubang Pasu Capital on China Beststudy Education ๐ญ๐ฐ ๐
Provides educational services. Debt-free, 36% ROE compounder growing 50%+ a year, trading at 3x EBITDA after a 40% fall.
TheCatalyst on Pinduoduo ๐ญ๐ฐ
Owns and operates a portfolio of e-commerce businesses.
Numbers not Narrative on Dongsung FineTec ๐ฐ๐ท
A cryogenic-insulation maker trading at under 9ร earnings, with a 25% ROE, net cash, and three years of revenue already signed.
Tiger Thesis on Selamat Sempurna ๐ฎ๐ฉ
Manufactures both automotive and industrial filtration products.
ROW
Quipus Capital on Alpargatas ๐ง๐ท ๐
Footwear manufacturing company owns Havaianas, the largest flip-flop brand in Brazil.
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Disclaimer
This article is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before investing in any company mentioned.
Thanks for sharing
Thanks for sharing this! Highly appreciated!