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
MORAM - Thesis: Deep value in O&G + Golar LNG FY22 results + Finalists of our Investment Thesis competition

MORAM - Thesis: Deep value in O&G + Golar LNG FY22 results + Finalists of our Investment Thesis competition

Sunday 5th March 2023

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MORAM Capital
Mar 05, 2023
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Investment theses in Small Caps & Macroeconomic analysis
Investment theses in Small Caps & Macroeconomic analysis
MORAM - Thesis: Deep value in O&G + Golar LNG FY22 results + Finalists of our Investment Thesis competition
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Hi there,

This week we share the investment thesis of Name Energy, an special situation in the O&G sector for deep-value lovers.

We also analyse Golar LNG FY22 results and share our thoughts about the expected new FLNG project and the future of Golar

Last, we published the investment thesis finalists of our competition. Honestly, we are very happy with th…

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