Analysis & Model updates OneWater Marine, GOGO. Vysarn CEO interview (VAM) & Dry Bulk industry update

Moreover, our free Week in the Markets edition & Portfolio Management

Hi there!

We are very pleased with the interviews we bring you this week. In addition to detailed updates on two closely watched companies. Also, we launch our first subscription offer!

• The Week in the Markets: Recently launched, our briefing about the last week in the markets, macro data and worldwide events

• Interview with Mr. James Clement (CEO of Vysarn Ltd) about its recently launched division Vysarn Asset Management & plans for 2024 & onwards

• Update from Joel Grau (COO & Partner at Hizone Group, Shanghai, Shipping professor at Deusto, and former Clarksons & JP Morgan) about the current (and attractive) situation of the Dry Bulk industry

• Model update & analysis OneWater Marine and GOGO - full of interesting takeaways

• Portfolio Management - Details of the portfolio & companies this week and how we are positioned for the remaining weeks of the year (Equities & Other Assets)

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