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
IDT Corporation
IDT Corporation Investment Thesis - A family-owned small-cap that functions as a business incubator, spinning off ventures over time. 45% CAGR since its first Investor Day five years ago, with significant growth anticipated in FY25. 20% of its market cap held in net cash. No analyst coverage despite being a $1.3 billion company.
Sanlorenzo Investment thesis – $SL.MI
Investment thesis SanLorenzo $SL.MI , an Italian company dedicated to the designing and manufacturing of custom-made luxury yacht
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
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 3Q24 Results
GOGO 3Q24 results analysis. Double beat on Revenues and EPS triggered a memorable short squeeze. LEO and 5G initiatives on track
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
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