Infrastructure Maintenance and Virtual YouTubers
A curation of the best stock write-ups Jan 2023
Infrastructure Maintenance and Virtual YouTubers
17 excellent write-ups from January 2023
At Capital Employed FM we’re all about showcasing interesting investors and the companies they’re investing in.
To supplement the podcast we thought it would be interesting to highlight some of the best investing write-ups we have enjoyed reading this month.
Check them all out below…
Construcciones y Auxiliar de Ferrocarriles S.A. (CAF)
Written by European Stock Picks
Spanish company which provides mass green urban mobility solutions and services.
Duratec Limited (DUR)
Written by Sohra Peak Capital
Duratec is an Australian-listed micro-cap company with little coverage and little-known outside of Australia that has grown revenues since its 2010 founding at a 32% CAGR almost entirely organically. The company provides infrastructure maintenance services for asset owners who are seeking to protect and extend the useful lives of their infrastructure assets.Â
Ibersol (SGPS)
Written by The Superinvestors of Augustusville
A special situation in Portugal.
Carsales.com (CAR)
Written by Auscap Asset Management
Founded in 1997, Carsales is a collection of digital businesses at various stages of maturity. In Australia, Carsales runs the leading online automotive, motorcycle and marine classified marketplaces, where revenue is earnt through charging dealers and private sellers of vehicles for the right to list on its marketplace.
LB Foster FSTR 0.00%↑
Written by Vince Martin
A closer look at FSTR shows a strong valuation, secular tailwinds, and a decent chance to double (or more).
Frequentis AG (FQT)
Written by Under-Followed-Stocks
A global provider of communication and information systems for control centers that perform safety-critical tasks. It’s a hidden champion with 30+ years of profitable growth.
Origin Enterprises Plc (OGN)
Written by Gehlen Bräutigam Capital
Origin has several market-leading positions, including fertilizer sales in Ireland and the UK, animal feed in Ireland, crop protection in the UK, and agricultural amenity products in the UK. They are also a top 3 player in their Continental European markets (Poland, Romania, and Ukraine) and a top 5 player in Brazil.
Diversey Holdings (DSEY)
Diversey Holdings is a provider of cleaning and hygiene products in the hospitality, healthcare, food and beverage, food service, retail, and facility management sectors.
Written by Value Punks
Anycolor Inc (TYO: 5032)
Written by Altay Capital
A ¥168B ($1.3B USD) market cap talent management/entertainment company that specializes in a new and rapidly growing sector of entertainment called Virtual Youtubers. Led by its 26 year old founder who owns 45.33% of the company.
United Mobility Technology (UMDK)
Written by ToffCap
A German nanocap holding company, currently comprising of four business units with a particular focus on mobile software solutions and the digitization of ‘analog’ processes. Currently trading as a net-net.
CreditRiskMonitor $CRMZ
Written by Zippy Capital
Illiquid microcap company with accelerating demand, a new product launch and improved profit margins moving forward; $4/share target (60% upside)
Vertical Capital Income Fund VCIF 0.00%↑
Written by Clark Street Value
A proposed manager and strategy change, if approved, Carlyle Group (CG) will assume management of the closed end fund and transition the portfolio from residential whole loans to CLO equity and debt.
Ferguson Plc (FERG)
Written by Investing Marathon
A high return business, trading on an attractive valuation.
Big Lots BIG 0.00%↑
Written by David Katunarić
A home discount retailer with over 1400 locations in the United States as well as an e-commerce platform.
Magellan Financial Group Ltd (MFG)
Written by East 72 Holdings
An Australia-based company, which is engaged in global investment.
Geo Energy Resources $RE4
Written by Nate's Investment Ideas
An Indonesian coal miner with two main producing mines in the South & East of Kalimantan.
Water Intelligence PLC WAT 0.00%↑ R
Written by The Owner-Operator Radar
A resilient business run by an Owner-Operator with international expansion, M&A opportunities, organic growth, and trading at a fair price.
Have we missed any great write-ups?
Let us know what you’ve found interesting this month.
You can reach us at the following places…
Twitter: @capitalemployed
Website: capitalemployed.fm
Disclaimer
This article is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before thinking of investing in any company mentioned.
Thanks for collating ideas. If your summary stated the price when profiled, the write-up expected upside, and perhaps a few lines on the idea (rather than describing what the company does) that would be even more useful.