GOGO – Series of Interesting situations
Gogo (Special Update) offers inflight connectivity services to passengers on business aircraft in the US and Canada
Full House Resorts Update
Full House is a small regional casino company with a market cap of $180 million, which we analyzed earlier this year in January. It caught our attention because, after several years of construction, they were opening their two flagship assets (The American Place - currently a temporary opening - and Chamonix) within just over 10 months.
Jack in the Box 3Q24 Results
Jack in the Box reported its 2Q24 results after market close this Tuesday and beat expectations. Revenues of $369MM, AEBITDA of $64MM, and EPS of $1.65. However, the results are quite weak
Excelerate Energy 2Q24
Excelerate Energy 2Q24 Results. EE is an LNG infrastructure provider that owns a fleet of 10 + 1 FRSU and stable and predictable revenues
New Fortress Energy 2Q24
New Fortress Energy is a LNG Infrastructure company focused on downstream operations which recently has launched its own FLNG (upstream)
Arcos Dorados – Updated Investment Thesis
Arcos Dorados Updated Investment thesis, an opportunity to get exposure to Latin American countries throughout McDonald's
Jack in the Box
Jack in the Box is a fast food restaurant chain specializing in hamburgers, known for its extensive menu and opening hours - ranging from breakfast to late night. Founded in 1951 in San Diego (California) - a state that represents more than 40% of its restaurants and from which it has expanded throughout the rest of the country - and public via IPO since 1987, they have managed to grow the business to currently exceed the number of 2,300 restaurants. It has a model primarily focused on franchises (asset light) and has a presence in 23 states (mainly California, Texas, Arizona, Washington, and Nevada).
Arcos Dorados $ARCO – Exposure to LatAm through McDonald’s
Arcos Dorados Investment thesis, an opportunity to get exposure to Latin American countries throughout McDonald's
Golar LNG – Situation Update
Golar LNG is an LNG infrastructure provider focused on Floating LNG. These vessels are tied to long term contracts & cash flows visibility
MTY Foods – Analysis
Analysis of MTY Foods - Restaurant franchisor that became one of the greatest success stories of the past decade.