64 Top Stock Pitches (6th-12th 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 - 50 letters have been added so far. It’s a treasure trove of insights and ideas.
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Latest interviews with fund managers/investors sharing their best ideas…
#135 - David Ridland (Castlebay Investment Partners) 📗
#134 - Patrick Rial (TriVista Capital/Hosomichi Fund) 📗
#133 - Lee Roach (The Value Road) 📗
BEST IDEA AWARD FOR THIS ISSUE 🏆
Palm Valley Capital Fund on Vontier
Sells the equipment, software, and recurring services that help convenience stores pump gas and process payments, repair shops diagnose problems, and car washes operate efficiently.
The company has applied its cash flow to repurchasing stock and repaying debt, and the current enterprise value is near the low end of its range since the 2020 spinoff. Shares are trading for 9x expected 2026 free cash flow.A round-up of the best ‘fresh-off-the-press’ stock pitches…