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Read more about the article Intred Analysis (Unidata competitor)

Intred Analysis (Unidata competitor)

  • Post author:morameu
  • Post published:23 July 2023
  • Post category:Equity Research/Europe/Intred/Other/Thesis

$INTD.MI Intred analysis, Italian small cap that is one of the main competitors of Unidata. Investment thesis presented a few weeks ago

Continue ReadingIntred Analysis (Unidata competitor)
Read more about the article MarineMax Analysis $HZO

MarineMax Analysis $HZO

  • Post author:morameu
  • Post published:9 July 2023
  • Post category:Boat Manufacturers/Equity Research/MarineMax/Thesis/United States

Analysis of MarineMax $HZO a boat & yacht dealer (discretionary sector) which is the main competitor of OneWater Marine $ONEW

Continue ReadingMarineMax Analysis $HZO
Read more about the article Inter Cars WSE:CAR – Polish player in the cars aftermarket industry

Inter Cars WSE:CAR – Polish player in the cars aftermarket industry

  • Post author:morameu
  • Post published:25 June 2023
  • Post category:Equity Research/Europe/Industrials/Inter Cars/Thesis

Analysis of the independent aftermarket industry, where we analyse the Polish company Inter Cars and compare with Autopartner

Continue ReadingInter Cars WSE:CAR – Polish player in the cars aftermarket industry
Read more about the article OneWater Marine – $ONEW – A serial acquirer company

OneWater Marine – $ONEW – A serial acquirer company

  • Post author:morameu
  • Post published:18 June 2023
  • Post category:Boat Manufacturers/Equity Research/OneWater Marine/Thesis/United States

Investment thesis - OneWater Marine $ONEW, a serial acquirer in the recreational boat industry in the US

Continue ReadingOneWater Marine – $ONEW – A serial acquirer company
Read more about the article Unidata – Another gem in the Italian small-cap market

Unidata – Another gem in the Italian small-cap market

  • Post author:morameu
  • Post published:11 June 2023
  • Post category:Equity Research/Europe/Other/Thesis/Unidata

Investment thesis Unidata, an italian small cap company providing broadband connectivity and growing double digit year after year

Continue ReadingUnidata – Another gem in the Italian small-cap market
Read more about the article Catana Group

Catana Group

  • Post author:morameu
  • Post published:14 May 2023
  • Post category:Catana Group/Equity Research/Europe/Yachts

Catana Groupe - $CATGR. Catamarans manufacturer growing revenues >20% CAGR. French Small cap trading at low multiples

Continue ReadingCatana Group
Read more about the article GOGO – A growth idea flying above the radar

GOGO – A growth idea flying above the radar

  • Post author:morameu
  • Post published:7 May 2023
  • Post category:Equity Research/Gogo/Other/United States

GOGO investment thesis. American small cap growing in the niche industry of internet & private airplanes

Continue ReadingGOGO – A growth idea flying above the radar
Read more about the article Ferretti – The next luxury yacht builder IPO in Europe

Ferretti – The next luxury yacht builder IPO in Europe

  • Post author:morameu
  • Post published:16 April 2023
  • Post category:Equity Research/Europe/Ferretti/Thesis/Yachts

Analysis of Ferretti Group,the next yacht company making an IPO in the Italian stock market.It includes a detailed comparison with main peers

Continue ReadingFerretti – The next luxury yacht builder IPO in Europe
Read more about the article Adriatic Metals ADT.AX – The jewel of the Adriatic

Adriatic Metals ADT.AX – The jewel of the Adriatic

  • Post author:morameu
  • Post published:8 December 2022
  • Post category:Adriatic Metals/Equity Research/Other/Rest of the World/Thesis

Adriatic Metals is a precious and base metals explorer and developer that owns the world-class Vares silver project in Bosnia & Herzegovina

Continue ReadingAdriatic Metals ADT.AX – The jewel of the Adriatic
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