Emma Villas Update
Emma Villas is an unknown microcap in the luxury holidays industry which has recently conducted its IPO. Family owned, robust business model
Emma Villas 1H24 Results Analysis
Emma Villas, a small luxury vacation home rental company that operates mainly in Italy. It manages more than 700 Italian Villas, mainly in Tuscany, with multi-year contracts where they have the exclusive management of the properties.
Unidata: Update
Unidata is an Italian telecommunications company whose main service is providing broadband connectivity to residents, businesses, and the public sector. It's important to understand that, compared to other major European countries, Italy is lagging in the deployment of high-speed broadband connectivity. Unidata has been one of the first movers in this area, building a proprietary infrastructure of more than 7,200 kilometers of fiber optic, providing access to half a million clients.
Unidata 1H24 Results
Analysis of the 1H24 results of Unidata, an Italian telecommunications company whose main service is providing broadband connectivity to residents, businesses, and the public sector. This represents a huge opportunity as Italy is lagging in the deployment of high-speed broadband connectivity.
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.
Full House Resorts $FLL
Full House Resorts $FLL ,an interesting small cap in the US Casino & Resorts industry set to triple its EBITDA in the coming months
Emma Villas – The latest European IPO in the luxury holidays market
Emma Villas is an Italian small cap with exclusive management of >550 luxury villas across Italy and international presence
Tamburi Investment Partners $TIP.MI
Analysis of Tamburi Investment Partners. $TIP.MI invests in both public companies (such as Moncler, Sesa, etc.) and private ones (Azimut-Benetti..), it has achieved a 19% share price CAGR in the last 10 years
Newlat Foods $NWL.MI – Investment thesis
Investment thesis in Newlat Foods $NWL.MI an Italian small cap growing in the agri-food sector