Intred Analysis (Unidata competitor)
$INTD.MI Intred analysis, Italian small cap that is one of the main competitors of Unidata. Investment thesis presented a few weeks ago
Unidata – Another gem in the Italian small-cap market
Investment thesis Unidata, an italian small cap company providing broadband connectivity and growing double digit year after year
GOGO – A growth idea flying above the radar
GOGO investment thesis. American small cap growing in the niche industry of internet & private airplanes
Dry Bulk shipping – Has the party just commenced?
Article about the Dry Bulk shipping segment, explaining the economics of the industry and some interesting companies
Is the party over in the shipping container segment?
The container shipping segment boomed in 2021 and went nuts in 2022. We analyse the current situation and the future of this industry
Adriatic Metals ADT.AX – The jewel of the Adriatic
Adriatic Metals is a precious and base metals explorer and developer that owns the world-class Vares silver project in Bosnia & Herzegovina
Offshore Drilling – Full Industry Review
Introduction to the Offshore Drilling Industry (type of rigs and economics of the industry). Moreover, a brief analysis of the main companies