Unidata – Another gem in the Italian small-cap market
Investment thesis Unidata, an italian small cap company providing broadband connectivity and growing double digit year after year
Kistos FY22 results
Kistos FY22 results analysis. we will focus on analyzing the fine print of the results, trying to understand what may lie ahead, and modeling the company from a conservative standpoint
Good Times Restaurants $GTIM CEO Interview & 2Q23
$GTIM Good Times Restaurants CEO Ryan Zink interview + 2Q23 results analysis, including litigation, strategy and corporate decisions
Catana Group
Catana Groupe - $CATGR. Catamarans manufacturer growing revenues >20% CAGR. French Small cap trading at low multiples
GOGO – A growth idea flying above the radar
GOGO investment thesis. American small cap growing in the niche industry of internet & private airplanes
Kistos acquires Mime Petroleum (Norway)
Kistos acquires Mime Petroleum (Norway). We analyse de economics of the transaction & assets, the current outlook of the new Kistos and our own EBITDA model We have just launched our premium service that will include new investment ideas and deep dives, updates after IR/CFO/CEO meetings, monthly market analysis, comments on the latest news, analysis of quarterly results, direct insights on our portfolio management rationale, and monthly Q&A with the team... and to celebrate, until May 21, we are offering a 10% discount with the code Welcome10 Did you know that we have already published 4 articles just this week and that there will be more than 10 each month? It's going to be worth it!
Ferretti – The next luxury yacht builder IPO in Europe
Analysis of Ferretti Group,the next yacht company making an IPO in the Italian stock market.It includes a detailed comparison with main peers
Italian Wine Brands IWB.MI FY22 Results
Italian Wine Brands (IWB.MI),an small cap in the Aim Italia,reports FY22 results, with challenges faced but potential growth ahead