Substack
Capital Employed
Everything we have picked from this writer, newest first.
interviews Interview #138 : Sebastian Krog (Treasure Hunting)
Sebastian Krog targets $100–500 million companies at positive inflection points, pairing industry analysis with hard-asset downside…
Capital Employed
stock ideas 41 Quality Stock Pitches (20th-26th July)
Capital Employed’s July 20–26 roundup collects 41 quality stock pitches, led by Minot Light Capital’s Xtract One Technologies idea.
Capital Employed
interviews Interview #137 : Colin King (Value Don't Lie)
Colin King discusses Value Don’t Lie’s catalyst-driven special situations research and the private-business holding company he has built…
Capital Employed
ai 50 Top Stock Pitches (13th-19th July) 🟢
Capital Employed’s July 13–19 roundup features 50 stock pitches, with Deep Sail Capital naming Celestica a beneficiary of AI data-center…
Capital Employed
asia Korean Small Cap Stock Pitch by Dan Rupp (Parkway Capital)
Parkway Capital targets Korean small and mid-caps overlooked as retail investors crowd into Samsung Electronics and SK Hynix, using a 10%…
Capital Employed
buybacks 64 Top Stock Pitches (6th-12th July) 🖨️
Capital Employed rounds up 64 stock pitches, led by Palm Valley Capital’s Vontier thesis: a 9x 2026 free-cash-flow business buying back…
Capital Employed
asset management Q2 2026 Fund Letters Round-Up ✍️
Q2 2026 fund-letter round-up compiles 45 quarterly letters, with participating funds averaging a 6.52% year-to-date return through June.
Capital Employed
crypto 53 Excellent Stock Pitches (29th June-5th July) 🖨️
Capital Employed compiles 53 fund-manager stock pitches, with Top Tick Research naming Securitize a beneficiary of tokenized real-world…
Capital Employed
stock ideas 56 Best Stock Pitches (22nd-28th June) [NO PAYWALL]
Capital Employed’s June 22–28 roundup collects 56 stock pitches, led by Churchill China at 0.6x book with net cash and a 6.5% dividend.
Capital Employed
deep value 36 Top Stock Pitches (15th-21st June) 🖨️
Thirty-six stock pitches include Obrascon Huarte Lain, a Spanish infrastructure contractor pitched as a deep-value turnaround with a Madrid…
Capital Employed
interviews 2 Stock Ideas by David Ridland (Castlebay Investment Partners)
Castlebay Investment Partners pairs quality investing with lifecycle-based capital-allocation analysis; its portfolio averages a 6%…
Capital Employed
consumer 42 Best Stock Pitches (8th-14th June) ✅
Capital Employed rounds up 42 fund-manager stock pitches, with Miller Value Funds naming Bloomin’ Brands as a turnaround idea tied to…
Capital Employed
interviews 2 Stock Pitches by Patrick Rial (TriVista Capital/Hosomichi Fund)
Patrick Rial of TriVista Capital and Hosomichi Fund shares two Japanese stock ideas and a value-investing approach to overlooked small caps.
Capital Employed
dividends 62 Quality Stock Pitches (1st-7th June) 🖨️
Temairazu’s hotel inventory software has low switching risk, while limited buyback capacity could give way to a special dividend yielding…
Capital Employed
deep value 2 Stock Pitches by Lee Roach (The Value Road)
Lee Roach outlines a microcap strategy built on asset value, peer multiples and catalysts such as debt reduction or margin recovery.
Capital Employed
aerospace & defense 43 Best Stock Pitches (25th-31st May) ✅
Capital Employed rounds up 43 stock pitches, led by VSE Corp’s aerospace-aftermarket M&A case targeting roughly 60% upside by year-end 2028.
Capital Employed
interviews 2 Stock Pitches by Anthony Fruci (Halvio Capital)
Anthony Fruci of Halvio Capital pitches two microcaps and outlines a value approach centered on profitability, downside protection, cheap…
Capital Employed
balance sheets 28 Stock Pitches (18th-24th May)
Nichols, the UK Vimto maker, is pitched as a cash-rich family business returning to growth after a difficult period.
Capital Employed
healthcare 44 Best Stock Pitches (11th-17th May) ✅
McIntyre Partnerships pitches QuidelOrtho at $11, arguing COVID’s end and one-time problems obscure a return to growth and roughly $4 of…
Capital Employed
hedge funds 2 Stock Pitches by Wengang Ji (Trigram Partners)
Wengang Ji outlines Trigram Partners’ no-management-fee, 25%-over-6% hurdle structure and Graham-Buffett approach to undervalued securities…
Capital Employed