Italian Wine Brands – IWB.MI
Investment thesis - Italian Wine Brands, the holding company of the leading producer and distributor in the Italian wine industry
Investment thesis - Italian Wine Brands, the holding company of the leading producer and distributor in the Italian wine industry
Ecoener (BME:ENER) investment thesis, Spanish small cap trading at BME Growth, renewable energy IPP with hydro, wind, and solar PV assets.
New Fortress Energy investment thesis, a fully integrated gas to power company growing double digit in developing markets
Investment thesis Golar LNG $GLNG is a LNG infrastructure business specialised in Floating Liquefaction Natural Gas. Golar Hilli and Golar Gimi are its units
Investment thesis - Good Times Restaurants $GTIM. A micro-cap in the US restaurant industry with net cash, buybacks and unit growth
Excelerate Energy is an LNG infrastructure provider expanding in developing markets and trading <5x EV/EBITDA
Analysis of the superyacht industry after FY23 earnings. Including model updates of The Italian Sea Group and Sanlorenzo
Full House Resorts $FLL ,an interesting small cap in the US Casino & Resorts industry set to triple its EBITDA in the coming months
How to perform a DCF Valuation with details step by step Including The Italian Sea Group and Sanlorenzo full models
Emma Villas is an Italian small cap with exclusive management of >550 luxury villas across Italy and international presence