Investment theses in Small Caps & Macroeconomic analysis

Investment theses in Small Caps & Macroeconomic analysis

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Investment theses in Small Caps & Macroeconomic analysis
Investment theses in Small Caps & Macroeconomic analysis
Comments on Fortress Infrastructure, The Italian Sea Group, Golar LNG

Comments on Fortress Infrastructure, The Italian Sea Group, Golar LNG

Plus Good Times Restaurants, Jack...

Aug 10, 2025
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Investment theses in Small Caps & Macroeconomic analysis
Investment theses in Small Caps & Macroeconomic analysis
Comments on Fortress Infrastructure, The Italian Sea Group, Golar LNG
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Hi there, we hope you had a fantastic week !

Please find this brief summary of the topics we are covering today

The Week in the Markets

  • Our weekly summary with the best charts to understand what happened in the markets in 1 minute, along with explanations for those who want to dive deeper.

Equity Research (Updates)

  • Golar LNG

  • Good Times Restaurant

  • Fortress Infrastructure

  • The Italian Sea Group

Portfolio Management

  • Including updates on our 3-stage monitor, comments on several companies, and our macro views, along with their respective movements in both equities and all asset portfolios.

Investor Resources

  • Data Center Update

  • Financial model Updates

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Disclaimer: This publication is for educational purposes only and should not be taken or considered as investment advice under any circumstances. Please consult with your financial advisor before making any investment decisions.

The Week in the Markets

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