NRS – National Retail Solutions (IDT) – Thesis
National Retail Solutions (NRS) is the crown jewel of the empire being built by IDT Corporation, its standalone value exceeding IDT's mkt cap
NewPrinces , The new Newlat – Investment Thesis
Analysis of NewPrinces, The new name of Newlat after the transformational acquisition of Princes Group (UK) this summer
Vysarn ’s Growth Story Has Just Begun – CEO Interview
We interview Vysarn 's CEO (our February 2023 thesis has risen by over 400% since) to discuss its recent M&A and growth
Autoparter & Inter Cars Update
We provide an update of the AutoPartner & InterCars situation as the industry is experiencing drawdown driven by short-term macro conditions
Golar LNG 3Q24 Results
Golar LNG 3Q24 results analysis. Golar Hilli new contract, Golar Gimi starting in 2Q25, Mark II, Macaw Energies...
The Italian Sea Group – 9M24 Results
The Italian Sea Group 9M24 Results. TISG grows its revenues and EBITDA more than 10% during the first 9M24
GOGO 3Q24 Results
GOGO 3Q24 results analysis. Double beat on Revenues and EPS triggered a memorable short squeeze. LEO and 5G initiatives on track
MORAM Capital
MORAM Capital – Moving to the next stage of our journey
MORAM Capital - Moving to the next stage of our journey. We are launching our new website, growing our team, investor tools... also in Spanish
Emma Villas Update
Emma Villas is an unknown microcap in the luxury holidays industry which has recently conducted its IPO. Family owned, robust business model
Emma Villas 1H24 Results Analysis
Emma Villas, a small luxury vacation home rental company that operates mainly in Italy. It manages more than 700 Italian Villas, mainly in Tuscany, with multi-year contracts where they have the exclusive management of the properties.