Investment theses in Small Caps & Macroeconomic analysis
Subscribe
Sign in
Home
MORAM Capital
Equity Research
Subscribe to Moram!
About
Latest
Top
Discussions
Comments on: Fortress Infrastructure, Golar LNG, Solaria...
Portfolio Management and a new interesting company: Corporación América Airports
Jul 20
5
Share this post
Investment theses in Small Caps & Macroeconomic analysis
Comments on: Fortress Infrastructure, Golar LNG, Solaria...
Copy link
Facebook
Email
Notes
More
Valaris - Full analysis
Investing Is All About Asymmetric Bets
Jul 13
7
Share this post
Investment theses in Small Caps & Macroeconomic analysis
Valaris - Full analysis
Copy link
Facebook
Email
Notes
More
Analysis - Seadrill
An asymmetric bet
Jul 6
3
Share this post
Investment theses in Small Caps & Macroeconomic analysis
Analysis - Seadrill
Copy link
Facebook
Email
Notes
More
June 2025
Full Portfolio Review 1H25
Full review of our portfolio companies: Golar LNG, Solaria, Fortress Infrastructure...
Jun 29
5
Share this post
Investment theses in Small Caps & Macroeconomic analysis
Full Portfolio Review 1H25
Copy link
Facebook
Email
Notes
More
Jack in the Box - Initial Equity Research
Legendary Burger Chain on the Edge
Jun 15
5
Share this post
Investment theses in Small Caps & Macroeconomic analysis
Jack in the Box - Initial Equity Research
Copy link
Facebook
Email
Notes
More
Solaria - Updated Investment Thesis & Offshore Drilling Industry II
Moreover, the analysis of IDT & Brown-Forman results
Jun 9
2
Share this post
Investment theses in Small Caps & Macroeconomic analysis
Solaria - Updated Investment Thesis & Offshore Drilling Industry II
Copy link
Facebook
Email
Notes
More
The Offshore Drilling industry
A huge opportunity in the making
Jun 1
6
Share this post
Investment theses in Small Caps & Macroeconomic analysis
The Offshore Drilling industry
Copy link
Facebook
Email
Notes
More
May 2025
AutoPartner - Initial Equity Research
On the verge of unlocking strong growth
May 25
9
Share this post
Investment theses in Small Caps & Macroeconomic analysis
AutoPartner - Initial Equity Research
Copy link
Facebook
Email
Notes
More
Special Update - New Fortress Energy
Liquidation Game
May 21
Â
•
Â
MORAM Capital
7
Share this post
Investment theses in Small Caps & Macroeconomic analysis
Special Update - New Fortress Energy
Copy link
Facebook
Email
Notes
More
The Italian Sea Group, Sanlorenzo & Ferretti
Superyachts industry review
May 18
7
Share this post
Investment theses in Small Caps & Macroeconomic analysis
The Italian Sea Group, Sanlorenzo & Ferretti
Copy link
Facebook
Email
Notes
More
Updates on Campari, Fortress Infrastructure, Excelerate Energy, Good Times Restaurants, ..
Updates after 1Q25 results
May 11
Â
•
Â
MORAM Capital
2
Share this post
Investment theses in Small Caps & Macroeconomic analysis
Updates on Campari, Fortress Infrastructure, Excelerate Energy, Good Times Restaurants, ..
Copy link
Facebook
Email
Notes
More
Special Update - Fortress Infrastructure
High risk reward bet on US Infrastructure
May 10
Â
•
Â
MORAM Capital
3
Share this post
Investment theses in Small Caps & Macroeconomic analysis
Special Update - Fortress Infrastructure
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts