Investment theses in Small Caps & Macroeconomic analysis
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Newlat Food - Updated Investment thesis
Sunday 17th September 2023
Sep 17
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Newlat Food - Updated Investment thesis
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Monthly Update August (Macro + 18 companies) + Q&A + The Italian Sea Group 1H23 analysis
Sunday 10th September 2023
Sep 10
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Monthly Update August (Macro + 18 companies) + Q&A + The Italian Sea Group 1H23 analysis
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Guide to the LNG market + Serica's Tailwind acquisition
MORAM - 3rd September 2023
Sep 3
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Guide to the LNG market + Serica's Tailwind acquisition
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August 2023
Vysarn Special: Investment thesis + CEO interview + FY23 results analysis
MORAM - Sunday 27th August 2023
Aug 27
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Vysarn Special: Investment thesis + CEO interview + FY23 results analysis
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Twin Vee & Forza X1 Analysis - $VEEE $FRZA + $GLNG Earnings + model
Two microcaps twinned to be pioneers in electric recreational boats with EVs close to 0 and catalysts in the horizon.
Aug 20
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Twin Vee & Forza X1 Analysis - $VEEE $FRZA + $GLNG Earnings + model
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Sanlorenzo $SL.MI investment thesis + Earnings thoughts $VET $GTIM $ONEW $YACHT.MI Intred... + Monthly portfolio update
Monday 7th August 2023
Aug 7
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Sanlorenzo $SL.MI investment thesis + Earnings thoughts $VET $GTIM $ONEW $YACHT.MI Intred... + Monthly portfolio update
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July 2023
MORAM - Intred $INTD.MI Analysis (Unidata peer)+ Earnings season Kick-off $HZO $MPX $SLG $FTAI $FIP
Sunday 30th July 2023
Jul 30
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MORAM - Intred $INTD.MI Analysis (Unidata peer)+ Earnings season Kick-off $HZO $MPX $SLG $FTAI $FIP
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MORAM - Italian Wine Brands $IWB.MI - Investment Thesis
16th July 2023
Jul 16
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MORAM - Italian Wine Brands $IWB.MI - Investment Thesis
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MORAM - MarineMax $HZO analysis + Educational: How to interpret financial statements when a company has investments in others
9th July 2023
Jul 9
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MORAM - MarineMax $HZO analysis + Educational: How to interpret financial statements when a company has investments in others
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MORAM - Monthly update + Q&A June
Sunday 2nd July
Jul 2
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MORAM - Monthly update + Q&A June
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June 2023
MORAM - Arcos Dorados $ARCO investment thesis + Options strategies + Inter Cars
Sunday 25th June 2023
Jun 25
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MORAM - Arcos Dorados $ARCO investment thesis + Options strategies + Inter Cars
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MORAM - OneWater Marine investment thesis + Capital Structures (Educational article)
Monday 19th June 2023
Jun 19
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MORAM - OneWater Marine investment thesis + Capital Structures (Educational article)
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