Investment theses in Small Caps & Macroeconomic analysis | Moram | Substack

MORAM - Monthly update + Golar LNG & Kistos results analysis + $GTIM CEO interview

Monday - 5th June 2023

Jun 5 •

New

Top

MORAM - New Fortress Energy Investment thesis + Asset Flows 2023 YTD (Macroeconomy)

Sunday 28th May 2023

May 28 •

MORAM - The natural gas market explained + Investment thesis Maurel & Prom

Sunday 21st May 2023

May 21 •

Catana Group analysis + Special article 1Q23 Superyachts Earnings

Sunday 14th May 2023

May 14 •

MORAM - Monthly update, $GOGO deep dive, Kistos latest acquisition & Earnings analysis ($ONEW,..)

May 7 •

MORAM - Our project embarks on its new stage

Sunday 30th April

Apr 30 •

MORAM - Ferretti the upcoming yacht company IPO in Europe

Sunday - 16th April 2023

Apr 16 •

MORAM - Jadestone guidance 2023 + IR call

Apr 13 •

Investment theses in Small Caps & Macroeconomic analysis

Investment theses in Small Caps & Macroeconomic analysis

Portfolio Management focused on Small caps & Macro | Subscribe to receive each Sunday, an investment thesis or macroeconomic article in your mailbox

Most read investment thesis

Adriatic Metals

OneWater Marine

Italian Wine Brands

The Italian Sea Group

Investment theses in Small Caps & Macroeconomic analysis

About Archive Recommendations Sitemap

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts