Investment theses in Small Caps & Macroeconomic analysis
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Analysis - Seadrill
An asymmetric bet
Jul 6
2
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Analysis - Seadrill
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June 2025
Full Portfolio Review 1H25
Full review of our portfolio companies: Golar LNG, Solaria, Fortress Infrastructure...
Jun 29
5
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Full Portfolio Review 1H25
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Jack in the Box - Initial Equity Research
Legendary Burger Chain on the Edge
Jun 15
5
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Jack in the Box - Initial Equity Research
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Solaria - Updated Investment Thesis & Offshore Drilling Industry II
Moreover, the analysis of IDT & Brown-Forman results
Jun 9
2
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Solaria - Updated Investment Thesis & Offshore Drilling Industry II
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The Offshore Drilling industry
A huge opportunity in the making
Jun 1
6
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The Offshore Drilling industry
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May 2025
AutoPartner - Initial Equity Research
On the verge of unlocking strong growth
May 25
9
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AutoPartner - Initial Equity Research
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Special Update - New Fortress Energy
Liquidation Game
May 21
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Special Update - New Fortress Energy
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The Italian Sea Group, Sanlorenzo & Ferretti
Superyachts industry review
May 18
7
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The Italian Sea Group, Sanlorenzo & Ferretti
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Updates on Campari, Fortress Infrastructure, Excelerate Energy, Good Times Restaurants, ..
Updates after 1Q25 results
May 11
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Updates on Campari, Fortress Infrastructure, Excelerate Energy, Good Times Restaurants, ..
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Special Update - Fortress Infrastructure
High risk reward bet on US Infrastructure
May 10
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Special Update - Fortress Infrastructure
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Owens Illinois
A potential turnaround story
May 5
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Owens Illinois
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Golar LNG - Full Analysis post Argentina deal
Its destiny is set in stone
May 4
16
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Golar LNG - Full Analysis post Argentina deal
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