Excelerate Energy 2Q24
Excelerate Energy 2Q24 Results. EE is an LNG infrastructure provider that owns a fleet of 10 + 1 FRSU and stable and predictable revenues
New Fortress Energy 2Q24
New Fortress Energy is a LNG Infrastructure company focused on downstream operations which recently has launched its own FLNG (upstream)
Arcos Dorados – Updated Investment Thesis
Arcos Dorados Updated Investment thesis, an opportunity to get exposure to Latin American countries throughout McDonald's
Jack in the Box
Jack in the Box is a fast food restaurant chain specializing in hamburgers, known for its extensive menu and opening hours - ranging from breakfast to late night. Founded in 1951 in San Diego (California) - a state that represents more than 40% of its restaurants and from which it has expanded throughout the rest of the country - and public via IPO since 1987, they have managed to grow the business to currently exceed the number of 2,300 restaurants. It has a model primarily focused on franchises (asset light) and has a presence in 23 states (mainly California, Texas, Arizona, Washington, and Nevada).
Arcos Dorados $ARCO – Exposure to LatAm through McDonald’s
Arcos Dorados Investment thesis, an opportunity to get exposure to Latin American countries throughout McDonald's
MTY Foods – Analysis
Analysis of MTY Foods - Restaurant franchisor that became one of the greatest success stories of the past decade.
US Recreational boats – Earnings 1Q24
Analysis of the results of companies in the US Boat & Dealers industry this quarter (qualitative and quantitative).
Epsilon Energy analysis – $EPSN
Investment thesis Epsilon Energy. A small cap in the oil&gas sector. It operates in the Marcellus & Anadarko basin & owns midstream assets
US Restaurant Industry Part II – Franchisors
Analysis of the restaurant industry in the US, with special emphasis on companies that have a franchisor model like McDonalds