Intred Analysis (Unidata competitor)
$INTD.MI Intred analysis, Italian small cap that is one of the main competitors of Unidata. Investment thesis presented a few weeks ago
$INTD.MI Intred analysis, Italian small cap that is one of the main competitors of Unidata. Investment thesis presented a few weeks ago
Analysis of MarineMax $HZO a boat & yacht dealer (discretionary sector) which is the main competitor of OneWater Marine $ONEW
Analysis of the independent aftermarket industry, where we analyse the Polish company Inter Cars and compare with Autopartner
Investment thesis - OneWater Marine $ONEW, a serial acquirer in the recreational boat industry in the US
Investment thesis Unidata, an italian small cap company providing broadband connectivity and growing double digit year after year
Catana Groupe - $CATGR. Catamarans manufacturer growing revenues >20% CAGR. French Small cap trading at low multiples
GOGO investment thesis. American small cap growing in the niche industry of internet & private airplanes
Analysis of Ferretti Group,the next yacht company making an IPO in the Italian stock market.It includes a detailed comparison with main peers
Adriatic Metals is a precious and base metals explorer and developer that owns the world-class Vares silver project in Bosnia & Herzegovina