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,..)
Sanlorenzo – Thesis Update
Investment thesis SanLorenzo $SL.MI , an Italian company dedicated to the designing and manufacturing of custom-made luxury yacht
Golar LNG – Updated Investment Thesis
Updated Investment thesis of Golar LNG including all the details about Argentina, Nigeria, Congo & updated valuation
Good Times Restaurants 1Q25
Good Times Restaurants reported a solid 1Q25 quarter with earnings and SSS increases, but the forecast for 2Q25 doesn’t look as good.
Guide to the Beverage Industry
Guide to the beverage industry. Explaining beverage producers, glass manufacturers, barrels & cork companies...
New Fortress Energy – Special Update
New Fortress Energy Special Update. We update the financial model including the last events (Fast LNG, Puerto Rico, Brazil,...)
Opportunities & Value traps in US Restaurant franchisors
Opportunities and value traps in the US restaurant franchisors industry analyse 6 companies (JACK , PZZA, DIN, WEN, DENN and LOCO)
Special Equity Research Recap – Italian Wine Brands
Italian Wine Brands update on tariffs, euro devaluation, new non-alcoholic wine line, Italian sales (Prosecco rise) and $IWB.MI valuation