Sanlorenzo Investment thesis – $SL.MI
Investment thesis SanLorenzo $SL.MI , an Italian company dedicated to the designing and manufacturing of custom-made luxury yacht
Equity Research – Compagnie des Alpes
Compagnie des Alpes is a French small caps which offers the opportunity of investing in 10 large ski areas in the Alps, 12 leisure parks in Belgium and France, and 5-a-side football & padel courts in France. It is trading at 4.5 EV/EBITDA but also has several associated risks.
GOGO – Significant catalysts ahead
GOGO Equity Research. $GOGO is a small cap in the in-flight connectivity industry about to launch 2 initiatives (5G,LEO) to accelerate growth
Italmobiliare Investing Holding
Italmobiliare focuses on acquiring small non-listed Italian companies with an emphasis on high quality, aiming for a medium-term horizon
Vysarn Updated Investment Thesis
Vysarn Updated Investment Thesis - A vertically integrated Australian small cap providing water services in Australia.
Catana Group
Catana Group is a family-owned company specializing in the construction of catamarans and operating a marina on the French Riviera (Saint Mandrier). Since going public in 2014, this small-cap company, with a market capitalization of €150 million, is 30% owned by the Poncin family, who hold 44% of the voting rights. Catana is the second-largest catamaran manufacturer globally and offers three distinct product lines (Catana , Bali, YOT)
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).
MTY Foods – Analysis
Analysis of MTY Foods - Restaurant franchisor that became one of the greatest success stories of the past decade.
