Investment theses in Small Caps & Macroeconomic analysis

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New Fortress Energy - A company for Sale
Fantastic idea, poor execution, and an overleveraged capital structure… so now what?
National Retail Solutions (NRS) - Investment Thesis (IDT Corporation)
The jewel of the crown of the empire being built by IDT
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MORAM Capital
NewPrinces (Newlat) - Investment Thesis
Plus Our Interview with Vysarn's CEO & AutoPartner update aaand our (only) annual offer

November 2024

IDT Corporation
US Family owned small-cap with impressive growth (CAGR 45%) and no analyst coverage
Sanlorenzo Investment Thesis - The icon of the luxury yachting industry
Moreover, Golar LNG & The Italian Sea Group detailed 3Q24 results analysis
Compagnie des Alpes - Investing in Ski resorts, Amusement parks, Padel...
Moreover, Analysis of Trump's victory impact in the markets, 3Q24 Earnings season..
MORAM Capital - Moving to our next stage (New Website, Growing team, New Investor Tools and Ambitious Goals)
Además, ahora, también en Español

October 2024

GOGO - Investment thesis: Significant catalysts ahead for this small cap flying above the Radar
Recent transformative M&A + Months (weeks) Away from launching 2 initiatives (5G and LEO) what are transforming Business Aviation industry
Italmobiliare Investing Holding - Analysis
Access to fantastic businesses at rock-bottom prices
Special WebBeds: Event-driven opportunity?
Quick analysis of a leading bed bank (B2B) company after a demerger & profit warning in just 4 weeks
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MORAM Capital
Tamburi Investment Partners & European Familiar Holdings
Its share price has grown at a 19% CAGR over the past 10 Years, outperforming any index.
Vysarn Ltd - Updated Investment Thesis
The multi-bagger that may take a lifetime to find
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