Investment theses in Small Caps & Macroeconomic analysis

Home
Notes
MORAM
Investment theses
Subscribe to Moram!
About
SeSa S.p.A - An interesting situation
Analysis of an Italian IT company that has been growing at double digits for over 15 years and is currently facing some challenges.
 • 
MORAM Capital
Unidata & Sesa - Two Italian companies with great potential trading at 52-week lows
A double analysis to celebrate a fantastic year
Good Times Restaurants FY24 Analysis
A microcap with no analyst coverage, positive EBITDA and FCF & buying back 20% of the company in 24 months.
 • 
MORAM Capital
The Italian Sea Group - The only publicly traded Megayacht manufacturer in the world
Tremendous growth in recent years, some clouds on the horizon, and trading at 6x EV/EBITDA.
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
 • 
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

© 2024 Moram Capital
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture