Venture Global
Initial Equity Research on Venture Global, a global LNG exporter. We analyze its asset base, contract structure and capital allocation to derive a normalized earnings profile and valuation.
Golar LNG – Analysis post Argentina deal
Golar LNG has just signed a deal to provide 5.95 MTPA liquefaction (via 2 FLNGs) in Argentina. A transformative agreement for the company
Fortress Infrastructure
Analysis of Fortress Infrastructure. A highly leverage bet with massive short term catalysts & 4 energy related assets
IDT Corporation – 2Q25 Performance
IDT Corporation Investment Thesis - A family-owned small-cap that functions as a business incubator, spinning off ventures over time.
Special New Fortress Energy – FY24 Results
New Fortress Energy FY24 Results. We update the financial model including the last events (Fast LNG, Puerto Rico, Brazil,...)
Golar LNG – FY24 Results
Golar LNG is an LNG infrastructure provider with long term contracts (and predictable cash flows) in Argentina, Cameroon, Mauritania...
Arcos Dorados – Special Update
Arcos Dorados Special Update ( New MFA with McDonald's, situation in Brazil, México & Argentina, Digitalisation, model update,..)
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.