62 Quality Stock Pitches (1st-7th June) 🖨️
From Italian tire makers to organ transplants. Find your next idea >
Welcome to another edition of the Capital Employed Newsletter.
Latest interviews with fund managers/investors sharing their best ideas…
#133 - Lee Roach (The Value Road) 📗
#132 - Anthony Fruci (Halvio Capital) 📗
#131 - Wengang Ji (Trigram Partners) 📗
BEST IDEA AWARD FOR THIS ISSUE 🏆
JII Compounders on Temairazu 🇯🇵
Temairazu provides software used by hotels and ryokan to manage room inventory and prices across multiple booking channels from one screen. Those channels include online travel agencies such as Rakuten Travel, Jalan, and Booking.com, as well as the property's own website.
The product matters because it sits inside the hotel's daily sales process. Once a property uses TEMAIRAZU to manage many booking channels, switching systems would create operational risk. That keeps churn low and lets new customer additions build on the existing revenue base.
Buybacks are running out of room; the next step could be a special dividend with up to a 20% yield.A round-up of the best ‘fresh-off-the-press’ stock pitches…