Sitemap - 2024 - Investment theses in Small Caps & Macroeconomic analysis
US Boat Manufacturers / Dealers state of the industry + Several downloadable valuation models
Epsilon Energy Investment Thesis - US natural gas
MORAM Capital 2.0 - Financial Models, Reports, Data & Tools
US Restaurant Industry Part II - Franchisors
One Group Hospitality M&A (Benihana) + Portfolio Update 1Q24
Italian Wine Brands - Updated Investment thesis
New Fortress Energy - Updated Investment thesis
Golar LNG - Updated Investment thesis
Excelerate Energy - Investment thesis
Time to jump ship? - Superyachts industry review & updated models
Updated analysis: Good Times Restaurants
Analysis & Model updates + Educational: Portfolio Immunisation
Guide to the US REITs industry