Sitemap - 2023 - Investment theses in Small Caps & Macroeconomic analysis
Recap of 2023 and a tremendous gift for everyone!
Educational: How to perform a DCF analysis? The Italian Sea Group & Sanlorenzo full models
Analysis of Emma Villas - The latest European IPO in the luxury holidays market
Kistos Holdings Analysis - What is going on with one of the most promising companies of 2022?
Analysis & model updates: Unidata, Golar LNG, Vysarn, AutoPartner..
Guide to the recreational boat, yacht & Superyacht industries + 3Q23 Earnings $NFE $STKS $GOGO
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
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 - 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
$GOGO deep dive, Kistos latest acquisition & Earnings analysis ($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
MORAM - Investment idea in the UK + Newlat results + Sanlorenzo BP 2025
MORAM - Masterpiece in DryBulk + Results of Vermilion & Vysarn
MORAM - Microcap thesis + Kistos, Cheniere, Good Times Restaurants, Investing in Real Estate...