Red Robin Gourmet Burgers – Turnaround or value trap?
Red Robin $RRGB analysis. This company represents a terrible opportunity or are there red flags that indicate a value trap?
Renold $RLO.L
Renold PLC investment thesis - Second largest industrial chain manufacturer worldwide, with record revenues & growing at <5x earnings
The One Group Hospitality
The One Group Hospitality $STKS is a small cap in the restaurant industry focused on premium customers. It has 2 brands a worldwide presence
Ibersol analysis
Analysis of Ibersol, a Portuguese small cap in the hospitality business living a special situation due to the sale of its Burger King restaurants
Tamburi Investment Partners $TIP.MI
Analysis of Tamburi Investment Partners. $TIP.MI invests in both public companies (such as Moncler, Sesa, etc.) and private ones (Azimut-Benetti..), it has achieved a 19% share price CAGR in the last 10 years
Newlat Foods $NWL.MI – Investment thesis
Investment thesis in Newlat Foods $NWL.MI an Italian small cap growing in the agri-food sector
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
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