Investment theses in Small Caps & Macroeconomic analysis
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Equity Research Updates on 5 Interesting situations
Excelerate Energy, Kosmos Energy, TISG, Campari and SKY Harbour
Mar 8
14
1
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Discussions
Golar LNG - Updated Equity Research
All set for a historic 2026
Mar 1
10
2
Sky Harbour - Initial Equity Research
Priced to Perfection or Room to Run?
Feb 22
11
2
Deep dive into the new Transocean (after Valaris M&A)
A Transformational Acquisition Unlocking Equity Potential
Feb 15
7
1
WebBeds - A Potential Event-driven Opportunity
The fast-growing Australian competitor of HBX Group (HotelBeds)
Feb 11
•
MORAM Capital
1
2
HBX Group (Hotelbeds) - Initial Equity Research
From LBO leverage to a cash-generative platform
Feb 8
•
MORAM Capital
11
1
Kosmos Energy - Updated Equity Research
Value Trap or Multi-bagger Opportunity?
Feb 1
17
3
Initial Equity Research - Pluxee
Mispricing or misunderstanding?
Jan 25
•
MORAM Capital
17
5
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Investment theses in Small Caps & Macroeconomic analysis
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