Sitemap - 2026 - Investment theses in Small Caps & Macroeconomic analysis
Excelerate Energy + Corporation America
Kistos + NewPrinces & Princes (Equity Research Updates)
Princes Group + Antin Infrastructure
Corporación America + Portfolio Management
Golar LNG + Sky Harbour + Portfolio Management
Golar LNG + Kosmos + Excelerate Energy
Kistos + HBX Group + Ferretti + CIRSA
Tullow Oil + CIRSA Enterprises + Catana Group
JET2 - Updated Investment Thesis
Transocean: Has the Market Gone Too Far?
Energy After the Oil Reversal: Kosmos Energy, Kistos, Excelerate...
Princes Group - Too Cheap to Ignore?
We are launching a free market data platform for retail investors
Jet2 - Initial Equity Research
Golar LNG - Updated Equity Research
Updated Equity Research - NewPrinces, Sky Harbour, Corporación America, HBX Group
Sky Harbour - Updated Equity Research
Updated Equity Research: Sanlorenzo, Kosmos Energy & Excelerate Energy
Tullow Oil - Initial Equity Research
Kistos Holdings - Updated Equity Research
Pluxee - Updated Equity Research
Updated Equity Research: Kosmos, NewPrinces, Catana, IWB
NewPrinces - Is the Investment Case Broken?
Equity Research Updates on Sky Harbour, Corporación América, Golar LNG & Fortress Infrastructure
New Fortress Energy - Restructuring Deep Dive
Equity Research Updates on NewPrinces, Kosmos, IDT & Solaria
Equity Research Updates on 5 Interesting situations
Golar LNG - Updated Equity Research
Sky Harbour - Initial Equity Research
Deep dive into the new Transocean (after Valaris M&A)
WebBeds - A Potential Event-driven Opportunity
HBX Group (Hotelbeds) - Initial Equity Research
Kosmos Energy - Updated Equity Research
Initial Equity Research - Pluxee
LNG Industry situation + Updates on Venture Global Next Decade, Golar LNG & Excelerate