Unidata – Business Plan 2025-2027 Analysis
Analysis of the Unidata 2025-2027 Business Plan presented this week as a balm in response to the market's reaction to its 3Q24 results.
Good Times Restaurants FY24
Good Times Restaurants - A microcap with no analyst coverage, positive EBITDA and FCF & buying back 20% of the company in 24 months.
The Italian Sea Group – TISG.MI
Investment thesis of The Italian Sea Group, an Italian shipbuilder focused on mega-yacht with brands such as Perini Navi or Admiral
New Fortress Energy – A company for sale
Analysis of New Fortress Energy after its refinancing. NFE is in a situation where all its assets are for sale. EBITDA by asset, valuation...
NRS – National Retail Solutions (IDT) – Thesis
National Retail Solutions (NRS) is the crown jewel of the empire being built by IDT Corporation, its standalone value exceeding IDT's mkt cap
NewPrinces , The new Newlat – Investment Thesis
Analysis of NewPrinces, The new name of Newlat after the transformational acquisition of Princes Group (UK) this summer
Vysarn ’s Growth Story Has Just Begun – CEO Interview
We interview Vysarn 's CEO (our February 2023 thesis has risen by over 400% since) to discuss its recent M&A and growth
Autoparter & Inter Cars Update
We provide an update of the AutoPartner & InterCars situation as the industry is experiencing drawdown driven by short-term macro conditions
IDT Corporation
IDT Corporation Investment Thesis - A family-owned small-cap that functions as a business incubator, spinning off ventures over time. 45% CAGR since its first Investor Day five years ago, with significant growth anticipated in FY25. 20% of its market cap held in net cash. No analyst coverage despite being a $1.3 billion company.
Sanlorenzo Investment thesis – $SL.MI
Investment thesis SanLorenzo $SL.MI , an Italian company dedicated to the designing and manufacturing of custom-made luxury yacht
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