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Strip Clubs and Medical Devices

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Strip Clubs and Medical Devices

A curation of the best stock write-ups we found in September 2022

Jon Kingston
Sep 30, 2022
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Share this post

Strip Clubs and Medical Devices

www.capitalemployed.com

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.

Thanks for reading Capital Employed! Subscribe for free to receive new posts and support our work.

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.

READ HERE


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.’

READ HERE


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.

READ HERE


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 reading Capital Employed! Subscribe for free to receive new posts and support my work.

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