Investment theses in Small Caps & Macroeconomic analysis

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Analysis & Model updates OneWater Marine, GOGO. Vysarn CEO interview (VAM) & Dry Bulk industry update
Moreover, our free Week in the Markets edition & Portfolio Management
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Analysis & model updates: Unidata, Golar LNG, Vysarn, AutoPartner..
Furthermore, our free Week in the Markets edition & Portfolio Management
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Moram
Launching "The Week in the Markets" + Analysis of Red Robin Gourmet Burgers - Turnaround or Value Trap?
Also 3Q23 analysis on $ONEW $ARCO Unidata, Tamburi, Renold, Newlat,...
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Moram
Guide to the recreational boat, yacht & Superyacht industries + 3Q23 Earnings $NFE $STKS $GOGO
After covering the industry for >2 years, we publish a guide addressed to investors to gain a full understanding of the industry and the current moment
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Moram
Monthly Update October
Market situation, 4 Special situations, Portfolio Management & comments on 23 companies
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Moram
Renold $RNO.L + TISG Meeting & Backlog mapping + Earnings (boat manufacturers
Probably, the first thesis ever published about this small cap with full potential
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Moram
The One Group Hospitality $STKS
Interesting small cap in the US restaurant industry
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Moram
Stride thesis + Detailed analysis of the US Restaurant industry (Educational - Valuations)
15th October 2023
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Moram
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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
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Investment theses in Small Caps & Macroeconomic analysis

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