Strip Clubs and Medical Devices
A curation of the best stock write-ups we found in September 2022
Strip Clubs and Medical Devices
A curation of the best stock write-ups we found in September 2022
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 write-ups we find on the interweb every month.
Here are three great write-ups which we found in September that we feel are worth a read…
Medistim
A dominant force in its Medical Devices niche by Partnership Investing
Delivering a 33% p.a. total return over the last decade, Medistim has been a successful European compounder by dominating its niche. This article explores if it still has its best days ahead of it.
Partnership Investing never fail to deliver great write-ups of quality growing companies from all corners of the world. Their recent article on Medistim is well worth a read.
RCI Hospitality Holdings Inc
An Evolution from Traditional Strip Clubs to Community-based Platform of Adult Nightclubs by Fairlight Capital.
We’re ashamed to admit we have only just come across the investors at Fairlight Capital. Their research on RCI Hospitality Holdings Inc is fantastic.
As they explain…
‘RCI Hospitality Holdings, Inc. (RCI Hospitality or RICK) owns 52 adult nightclubs clubs along with 11 sports bar restaurants. In this paper, we are going to focus on the nightclubs as they are the core of RICK’s portfolio and operate as platform businesses in their local markets.
Moreover, as RICK executes its consolidation strategy, the business model will transform from one dominated by many small, disconnected clubs to a business characterized by having larger, regional platforms that are a part of one nationally recognized platform with a very strong brand and moat.’
Optex Systems Holdings
Written by Microvalue
OPXS is a niche supplier to the defense industry with a 30+ year history. The company manufactures optical sighting systems and assemblies, primarily for the Department of Defense.
Microvalue presents his case for investing in this microcap.
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.