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Comments on Golar LNG, The Italian Sea Group, Edenred, IDT, PUIG..
Portfolio Management
Nov 9
•
MORAM Capital
5
2
Comments on Princes, Excelerate Energy, Fortress Infrastructure, TFF...
Portfolio Management
Nov 2
4
1
October 2025
TFF Group - Updated Equity research
A 115 year old company at an inflection point
Oct 26
3
1
Next Decade - Initial Equity Research
Deep Dive into America’s Next LNG Giant
Oct 19
4
1
Fortress Infrastructure - Update post M&A
The fine print of a deal with the devil
Oct 12
•
MORAM Capital
3
1
IDT - Updated Investment Thesis
An opportunity created by the market volatility
Oct 5
8
1
Solaria Update
A giant in the making
Oct 1
•
MORAM Capital
2
1
September 2025
Auto Partner Update
On the verge of unlocking strong growth
Sep 29
•
MORAM Capital
3
Initial Equity Research - Puig Brands
Quality trading at value price
Sep 28
9
4
New Fortress Energy - Liquidation Game (Part II)
The Debt Waterfall
Sep 24
•
MORAM Capital
16
1
Excelerate Energy - Updated Investment Thesis
The winner in a potential LNG glut
Sep 21
6
2
IDT - Uncovering the levers for its future growth in FY26 & Beyond
CFO Interview
Sep 18
•
MORAM Capital
3
1
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