Vysarn Special – 1H25 Results
Vysarn Updated Investment Thesis - A vertically integrated Australian small cap providing water services in Australia.
Arcos Dorados – Special Update
Arcos Dorados Special Update ( New MFA with McDonald's, situation in Brazil, México & Argentina, Digitalisation, model update,..)
Sanlorenzo – Thesis Update
Investment thesis SanLorenzo $SL.MI , an Italian company dedicated to the designing and manufacturing of custom-made luxury yacht
Golar LNG – Updated Investment Thesis
Updated Investment thesis of Golar LNG including all the details about Argentina, Nigeria, Congo & updated valuation
Good Times Restaurants 1Q25
Good Times Restaurants reported a solid 1Q25 quarter with earnings and SSS increases, but the forecast for 2Q25 doesn’t look as good.
New Fortress Energy – Special Update
New Fortress Energy Special Update. We update the financial model including the last events (Fast LNG, Puerto Rico, Brazil,...)
Special Equity Research Recap – Italian Wine Brands
Italian Wine Brands update on tariffs, euro devaluation, new non-alcoholic wine line, Italian sales (Prosecco rise) and $IWB.MI valuation
Unidata – Business Plan 2025-2027 Analysis
Analysis of the Unidata 2025-2027 Business Plan presented this week as a balm in response to the market's reaction to its 3Q24 results.
Good Times Restaurants FY24
Good Times Restaurants - A microcap with no analyst coverage, positive EBITDA and FCF & buying back 20% of the company in 24 months.
New Fortress Energy – A company for sale
Analysis of New Fortress Energy after its refinancing. NFE is in a situation where all its assets are for sale. EBITDA by asset, valuation...