MarineMax Analysis $HZO
Analysis of MarineMax $HZO a boat & yacht dealer (discretionary sector) which is the main competitor of OneWater Marine $ONEW
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
OneWater Marine – $ONEW – A serial acquirer company
Investment thesis - OneWater Marine $ONEW, a serial acquirer in the recreational boat industry in the US
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
Catana Group
Catana Groupe - $CATGR. Catamarans manufacturer growing revenues >20% CAGR. French Small cap trading at low multiples
Special superyachts 1Q23 results
Special article about the 1Q23 results of the Italian superyacht industry. The Italian Sea Group, Ferretti and Sanlorenzo. Also commenting on the results of Catana and Beneteau (French companies focusing on smaller boats)
GOGO – A growth idea flying above the radar
GOGO investment thesis. American small cap growing in the niche industry of internet & private airplanes
Ferretti – The next luxury yacht builder IPO in Europe
Analysis of Ferretti Group,the next yacht company making an IPO in the Italian stock market.It includes a detailed comparison with main peers
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