Investment theses in Small Caps & Macroeconomic analysis
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SunCountry Airlines - Initial Equity Research
Secured growth & strong capital allocation at a compelling valuation
Jan 11
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MORAM Capital - 2025 Recap + Free updates + Annual Offer
34 Companies & 5 Industry Guides
Dec 31, 2025
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Jack in the Box
It’s worth the risk?
Dec 27, 2025
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Campari - Updated Investment Thesis
The Outlier among spirit companies
Dec 21, 2025
5
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SESA Update post 2Q26 Earnings
Execution Improving, Valuation Still Matters
Dec 19, 2025
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Venture Global - Initial Equity Research
Opportunity or Illusion?
Dec 14, 2025
5
2
NewPrinces - Thesis Update
In a few years we will look back and realise it was obvious.
Dec 7, 2025
10
4
IDT Corporation - Post 1Q26 Update
A Gem That Remains Undiscovered
Dec 7, 2025
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Investment theses in Small Caps & Macroeconomic analysis
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