Unidata: Analysis of its 2024-26 strategic plan + thesis update
Unidata presented this week its 2024-26 strategic plan. We comment it & update the thesis with 3Q23 results
Auto Partner & Inter Cars 9M23 results analysis
Analysis of Inter Cars & AutoPartner 9M23 results - Two interesting Polish companies in the Automotive Aftermarket industry
Analysis after AGM trading update & Vysarn Asset Management
We analyse the current situation after Vysarn gave a trading update for the first 4 months of its FY and launched Vysarn asset management
Red Robin Gourmet Burgers – Turnaround or value trap?
Red Robin $RRGB analysis. This company represents a terrible opportunity or are there red flags that indicate a value trap?
Renold $RLO.L
Renold PLC investment thesis - Second largest industrial chain manufacturer worldwide, with record revenues & growing at <5x earnings
Meeting with The Italian Sea Group & Backlog mapping
Some comments on our last meeting with TISG plus our mapping of its backlog (name of the 22 project under construction, backlog, dates,..) expected sales per year,..
The One Group Hospitality
The One Group Hospitality $STKS is a small cap in the restaurant industry focused on premium customers. It has 2 brands a worldwide presence
Ibersol analysis
Analysis of Ibersol, a Portuguese small cap in the hospitality business living a special situation due to the sale of its Burger King restaurants
Tamburi Investment Partners $TIP.MI
Analysis of Tamburi Investment Partners. $TIP.MI invests in both public companies (such as Moncler, Sesa, etc.) and private ones (Azimut-Benetti..), it has achieved a 19% share price CAGR in the last 10 years
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