NewPrinces Stock: What Happened After FY25 Results? Can Carrefour Italia Turn Around the Story?
NewPrinces Updated Equity Research – Why Did the Stock Crash After FY25 Results? We Analyse Princes and Carrefour (FCF, Capex, Valuation, ...)
IDT Corporation – 2Q25 Performance
IDT Corporation Investment Thesis - A family-owned small-cap that functions as a business incubator, spinning off ventures over time.
Italmobiliare – Special FY24 Results
Italmobiliare focuses on acquiring small non-listed Italian companies with an emphasis on high quality, aiming for a medium-term horizon
Unidata – Business Plan 2025-2027 Analysis
Analysis of the Unidata 2025-2027 Business Plan presented this week as a balm in response to the market's reaction to its 3Q24 results.
NRS – National Retail Solutions (IDT) – Thesis
National Retail Solutions (NRS) is the crown jewel of the empire being built by IDT Corporation, its standalone value exceeding IDT's mkt cap
Vysarn ’s Growth Story Has Just Begun – CEO Interview
We interview Vysarn 's CEO (our February 2023 thesis has risen by over 400% since) to discuss its recent M&A and growth
Autoparter & Inter Cars Update
We provide an update of the AutoPartner & InterCars situation as the industry is experiencing drawdown driven by short-term macro conditions
Renold $RLO.L
Renold PLC investment thesis - Second largest industrial chain manufacturer worldwide, with record revenues & growing at <5x earnings
Vysarn Ltd $VYS.AX – An opportunity under the Australian water
Investment thesis Vysarn Ltd, a vertically integrated micro cap company providing water services in Western Australia
Inter Cars WSE:CAR – Polish player in the cars aftermarket industry
Analysis of the independent aftermarket industry, where we analyse the Polish company Inter Cars and compare with Autopartner