Solaria
Analysis of Solaria. Renewable energy company growing at fast past but with a share price very punished due to several
Latest Publications
A corner of our website not only for consulting our latest publications but also intended to be a repository of all our articles. For now, the filters are for the section of the website they belong to or if you are searching for a specific company
Note: In this latest publications section, we do not include The Week in the Markets and Portfolio Management, as both are weekly (every Sunday) and already have their respective sections on the website
Portfolio Management 2025
MORAM Capital - Portfolio Management 2025 - Review of all companies in our portfolio, watchlist and main trends for 2025
Alantra – Finance at a reasonable price
Alantra – Finance at a reasonable price. Analysis of this Spanish company in the financial service industry
SESA S.p.A. – An interesting Situation
Sesa S.p.A – Italian IT company growing at a CAGR >10% in the last 15 years that has fallen >50%
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
Good Times Restaurants FY24
Good Times Restaurants – A microcap with no analyst coverage, positive EBITDA and FCF & buying back 20% of the
The Italian Sea Group – TISG.MI
Investment thesis of The Italian Sea Group, an Italian shipbuilder focused on mega-yacht with brands such as Perini Navi or
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.
