Opportunities in the European Superyacht industry
European Superyachts industry has just published its FY24. We analyse the situation of The Italian Sea Group, Sanlorenzo and Ferretti
IDT Corporation – 2Q25 Performance
IDT Corporation Investment Thesis - A family-owned small-cap that functions as a business incubator, spinning off ventures over time.
Campari 2024 – Annual Results & Forecast Commentary
Campari FY24 Campari is the sixth-largest player worldwide in the global premium spirits industry. Among its more than 20 brands, Campari, SKYY Vodka, Grand Marnier, Courvoisier or the emerging Espolón…
Italmobiliare – Special FY24 Results
Italmobiliare focuses on acquiring small non-listed Italian companies with an emphasis on high quality, aiming for a medium-term horizon
Special New Fortress Energy – FY24 Results
New Fortress Energy FY24 Results. We update the financial model including the last events (Fast LNG, Puerto Rico, Brazil,...)
Solaria Special FY24 Results
Analysis of Solaria. Renewable energy company growing at fast past but with a share price very punished due to several facts
Golar LNG – FY24 Results
Golar LNG is an LNG infrastructure provider with long term contracts (and predictable cash flows) in Argentina, Cameroon, Mauritania...
Vysarn Special – 1H25 Results
Vysarn Updated Investment Thesis - A vertically integrated Australian small cap providing water services in Australia.
Campari – Equity Research (Initial Coverage)
Detailed analysis of Campari (owner of Aperol), including an assessment of each brand's situation & comparison with Diageo and Pernod Ricard.
Arcos Dorados – Special Update
Arcos Dorados Special Update ( New MFA with McDonald's, situation in Brazil, México & Argentina, Digitalisation, model update,..)
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