Investment theses in Small Caps & Macroeconomic analysis
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MORAM Capital 2.0 - Financial Models, Reports, Data & Tools
It's time to take a big step forward
Apr 14
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MORAM Capital 2.0 - Financial Models, Reports, Data & Tools
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US Restaurant Industry Part II - Franchisors
Wingstop, Papa John, Dine Brands, Denny's, Wendy's, Jack in the Box, Pollo Loco + McDonalds, Starbucks, Domino's...
Apr 7
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US Restaurant Industry Part II - Franchisors
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March 2024
One Group Hospitality M&A (Benihana) + Portfolio Update 1Q24
MORAM Capital
Mar 31
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One Group Hospitality M&A (Benihana) + Portfolio Update 1Q24
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Italian Wine Brands - Updated Investment thesis
One of our main bets in the short/medium term
Mar 24
10
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Italian Wine Brands - Updated Investment thesis
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Ecoener Investment thesis
A renewable energy IPP with full potential
Mar 17
7
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Ecoener Investment thesis
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New Fortress Energy - Updated Investment thesis
NFE, The special one
Mar 10
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New Fortress Energy - Updated Investment thesis
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Golar LNG - Updated Investment thesis
Probably, the company we know the best
Mar 3
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Golar LNG - Updated Investment thesis
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February 2024
Excelerate Energy - Investment thesis
LNG infrastructure tied to long-term contracts with potential upside in emerging countries.
Feb 25
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Excelerate Energy - Investment thesis
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Time to jump ship? - Superyachts industry review & updated models
The Italian Sea Group, Sanlorenzo & CEO interview
Feb 11
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MORAM Capital
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Time to jump ship? - Superyachts industry review & updated models
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Updated analysis: Good Times Restaurants
Active buyback program (already bought 15% of the company), pending of a trial resolution which was hold this Friday
Feb 4
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MORAM Capital
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Updated analysis: Good Times Restaurants
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January 2024
Analysis & Model updates + Educational: Portfolio Immunisation
Masterpiece on Fixed-Income strategy + 4Q23 Earnings + The Week in the Markets
Jan 28
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MORAM Capital
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Analysis & Model updates + Educational: Portfolio Immunisation
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Guide to the US REITs industry
Contains a spreadsheet with data on all the REITs listed in the US
Jan 21
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MORAM Capital
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Guide to the US REITs industry
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