Investment theses in Small Caps & Macroeconomic analysis

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Newlat Food - Updated Investment thesis
Sunday 17th September 2023
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Moram
Monthly Update August (Macro + 18 companies) + Q&A + The Italian Sea Group 1H23 analysis
Sunday 10th September 2023
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Moram
Guide to the LNG market + Serica's Tailwind acquisition
MORAM - 3rd September 2023
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Moram
August 2023
Vysarn Special: Investment thesis + CEO interview + FY23 results analysis
MORAM - Sunday 27th August 2023
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Moram
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.
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Moram
Sanlorenzo $SL.MI investment thesis + Earnings thoughts $VET $GTIM $ONEW $YACHT.MI Intred... + Monthly portfolio update
Monday 7th August 2023
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Moram
July 2023
MORAM - Intred $INTD.MI Analysis (Unidata peer)+ Earnings season Kick-off $HZO $MPX $SLG $FTAI $FIP
Sunday 30th July 2023
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Moram
MORAM - Italian Wine Brands $IWB.MI - Investment Thesis
16th July 2023
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Moram
MORAM - MarineMax $HZO analysis + Educational: How to interpret financial statements when a company has investments in others
9th July 2023
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Moram
MORAM - Monthly update + Q&A June
Sunday 2nd July
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Moram
June 2023
MORAM - Arcos Dorados $ARCO investment thesis + Options strategies + Inter Cars
Sunday 25th June 2023
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Moram
MORAM - OneWater Marine investment thesis + Capital Structures (Educational article)
Monday 19th June 2023
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Moram
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