Sitemap - 2023 - Investment theses in Small Caps & Macroeconomic analysis

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

Analysis & model updates: Unidata, Golar LNG, Vysarn, AutoPartner..

Launching "The Week in the Markets" + Analysis of Red Robin Gourmet Burgers - Turnaround or Value Trap?

Guide to the recreational boat, yacht & Superyacht industries + 3Q23 Earnings $NFE $STKS $GOGO

Monthly Update October

Renold $RNO.L + TISG Meeting & Backlog mapping + Earnings (boat manufacturers

The One Group Hospitality $STKS

Stride thesis + Detailed analysis of the US Restaurant industry (Educational - Valuations)

Monthly Update September (Macro analysis + 19 companies + Portfolio Management)

Ibersol SGPS Analysis + 1H23 results (Kistos, Ecoener, Beneteau...)

Tamburi Investment Partners $TIP.MI + Educational: Valuation Methods

Newlat Food - Updated Investment thesis

Monthly Update August (Macro + 18 companies) + Q&A + The Italian Sea Group 1H23 analysis

Guide to the LNG market + Serica's Tailwind acquisition

Vysarn Special: Investment thesis + CEO interview + FY23 results analysis

Twin Vee & Forza X1 Analysis - $VEEE $FRZA + $GLNG Earnings + model

Sanlorenzo $SL.MI investment thesis + Earnings thoughts $VET $GTIM $ONEW $YACHT.MI Intred... + Monthly portfolio update

MORAM - Intred $INTD.MI Analysis (Unidata peer)+ Earnings season Kick-off $HZO $MPX $SLG $FTAI $FIP

MORAM - Italian Wine Brands $IWB.MI - Investment Thesis

MORAM - MarineMax $HZO analysis + Educational: How to interpret financial statements when a company has investments in others

MORAM - Monthly update + Q&A June

MORAM - Arcos Dorados $ARCO investment thesis + Options strategies + Inter Cars

MORAM - OneWater Marine investment thesis + Capital Structures (Educational article)

MORAM - Unidata investment thesis + Jadestone Proposed Financing

MORAM - Monthly update + Golar LNG & Kistos results analysis + $GTIM CEO interview

MORAM - New Fortress Energy Investment thesis + Asset Flows 2023 YTD (Macroeconomy)

MORAM - The natural gas market explained + Investment thesis Maurel & Prom

Catana Group analysis + Special article 1Q23 Superyachts Earnings

MORAM - Monthly update, $GOGO deep dive, Kistos latest acquisition & Earnings analysis ($ONEW,..)

MORAM - Our project embarks on its new stage

MORAM - Ferretti the upcoming yacht company IPO in Europe

MORAM - Jadestone guidance 2023 + IR call

MORAM - Hotel Chocolat : A turnaround idea in the consumer discretionary sector

Analysis of Ecoener BME:ENER - A renewable energy IPP with full potential

Special Situation - Oil companies in Kurdistan

MORAM - Investment Thesis The Italian Sea Group + Jadestone Montara reopening

Golar LNG FY22 results

MORAM - Investment idea in the UK + Newlat results + Sanlorenzo BP 2025

MORAM - Masterpiece in DryBulk + Results of Vermilion & Vysarn

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

MORAM - Microcap thesis + Kistos, Cheniere, Good Times Restaurants, Investing in Real Estate...

Good Times Restaurants