Sitemap - 2024 - Investment theses in Small Caps & Macroeconomic analysis
Recap of 2024 and a tremendous gift for everyone: Free Analysis of Alantra
SeSa S.p.A - An interesting situation
Unidata & Sesa - Two Italian companies with great potential trading at 52-week lows
Good Times Restaurants FY24 Analysis
The Italian Sea Group - The only publicly traded Megayacht manufacturer in the world
New Fortress Energy - A company for Sale
National Retail Solutions (NRS) - Investment Thesis (IDT Corporation)
NewPrinces (Newlat) - Investment Thesis
Compagnie des Alpes - Investing in Ski resorts, Amusement parks, Padel...
GOGO - Investment thesis: Significant catalysts ahead for this small cap flying above the Radar
Italmobiliare Investing Holding - Analysis
Special WebBeds: Event-driven opportunity?
Tamburi Investment Partners & European Familiar Holdings
Vysarn Ltd - Updated Investment Thesis
3Q24 Full Portfolio Review, Current Macro Topics and Companies to Consider for Year-End
3 Italian gems for the Long Term & 2 Event-driven ideas for the Short Term
Italian Wine Brands 1H24 Results Analysis
The Italian Sea Group 1H24 Analysis
The European yacht industry is getting interesting
Special Market Situations - Catana Group
Analysis of 8 companies in interesting situations (2/2)
Special Market Situations - OneWater Marine
Special Market Situations - Full House Resorts
Special Market Situations - Unidata
Analysis of 8 companies in interesting situations (1/2)
Arcos Dorados (McDonalds in LatAm), Golar LNG & Epsilon Energy 2Q24 Results
To be or not to be - New Fortress Energy situation & Excelerate Energy
Special - Jack in the Box 3Q24 Results
Special - Earthquake in the Markets: Situation Analysis and Portfolio Management
New Fortress Update + Launching MORAM Data Center!
Jack in the Box - Investment thesis
(1H24) Comprehensive Review of all Industries in the Portfolio + Each individual company
Arcos Dorados - Opportunity in the exclusive franchisee of McDonald's in Latin America?
Special: Update on Emma Villas, our Italian VC-style investment
New Fortress Energy & Golar LNG
MTY Foods Analysis - What's going on with one of the most promising companies in recent years?
Special - Updates: Golar, Newlat / NewPrinces, Solaria, Red Robin...
Duckhorn Portfolio - Is it time to buy vineyards in California?
Superyachts Earnings (The Italian Sea Group, Sanlorenzo & Ferretti)
1Q24 Earnings analysis! Excelerate, New Fortress, Epsilon... (Including downloadable Excels)
Solaria - A slept solar giant in the South of Europe
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