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
Sanlorenzo $SL.MI investment thesis

Sanlorenzo $SL.MI investment thesis

Monday 7th August 2023

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MORAM Capital
Aug 07, 2023
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Investment theses in Small Caps & Macroeconomic analysis
Investment theses in Small Caps & Macroeconomic analysis
Sanlorenzo $SL.MI investment thesis
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Today, we are analyzing the situation of several companies that have reported results this past week (Good Times Restaurants, Ferretti, Intred,..) and publishing our monthly portfolio and watchlist update.

Additionally, we are sharing the results and thesis we conducted for Sanlorenzo, a company we have been discussing extensively in recent months as a …

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