Investment theses in Small Caps & Macroeconomic analysis
Subscribe
Sign in
Home
MORAM Capital
Equity Research
Subscribe to Moram!
About
Latest
Top
Discussions
Deep reflections on 3 European Opportunities (NewPrinces, SeSa & TFF Group)
Plus analysis on Golar LNG & Excelerate Energy
Sep 14
8
Reflection on NewPrinces after 1H25 Results
A giant in the making
Sep 12
•
MORAM Capital
5
Guide to the Beauty Industry & Sanlorenzo
L’Oréal, Estée Lauder, LVMH, Puig Brands, Coty,...
Sep 7
8
Sanlorenzo 1H25 Results
The icon of the luxury yachting industry
Sep 5
•
MORAM Capital
4
August 2025
Kosmos Energy & Offshore Drillers
Interesting times ahead..
Aug 31
7
Reflection on Kosmos Energy, CAAP 2Q25 results analysis + TFF CEO Interview
Portfolio Management update
Aug 25
3
TTF Group - the Leading Wine & Whisky Barrel Producer
Meeting with its CEO Jerome Français
Aug 23
•
MORAM Capital
6
Comments on Golar LNG, Excelerate Energy and Jack in the Box
Summer edition
Aug 17
6
Comments on Fortress Infrastructure, The Italian Sea Group, Golar LNG
Good Times Restaurants...
Aug 10
8
Initial Equity Research - Corporación América
Potential Opportunity in an Undiscovered Airport Operator
Aug 3
8
Valaris 2Q25 Results
Great results despite market reaction
Aug 2
•
MORAM Capital
2
July 2025
Comments on SeSa & NewPrinces new deal (Carrefour Italia)
Plus Excelerate, Edenred...
Jul 27
6
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
