Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Special Update - Alantra
April 15, 2025, 10:06 a.m.
Initial Equity Research: Brown Forman
April 13, 2025, 6:45 p.m.
Portfolio Management 1Q25 and Reflection on the Current Situation
April 6, 2025, 6:45 p.m.
Special Update: Excelerate Energy & New Fortress Energy
April 3, 2025, 8:15 p.m.
Fortress Infrastructure $FIP
March 30, 2025, 6:45 p.m.
Italian Wine Brands - Special FY24 Results
March 27, 2025, 7:45 p.m.
Two Italian gems ready to shine
March 23, 2025, 7:45 p.m.
Sesa is back in growth mode
March 19, 2025, 8:15 p.m.
Significant opportunities in the European Superyachts industry
March 16, 2025, 7:45 p.m.
IDT Corporation - 2Q25 Performance
March 12, 2025, 7:45 p.m.
European Value : Italmobiliare & Campari
March 9, 2025, 7:45 p.m.
Campari 2024 - Annual Results & Forecast Commentary
March 8, 2025, 8:50 p.m.
Special New Fortress Energy - FY24 Results
March 6, 2025, 7:26 p.m.
Three companies for the long term
March 2, 2025, 7:45 p.m.
Special Update - Solaria FY24 Results
March 2, 2025, 7:28 p.m.
Vysarn Special - 1H25 Results
March 1, 2025, 7:45 p.m.
Special Update - Golar FY24 results
Feb. 28, 2025, 3:03 p.m.
Campari - Initial Equity Research
Feb. 23, 2025, 7:45 p.m.
Arcos Dorados - Special Update
Feb. 17, 2025, 7:45 p.m.
Sanlorenzo - Updated Investment Thesis
Feb. 16, 2025, 7:45 p.m.
Golar LNG - Updated Investment Thesis
Feb. 11, 2025, 7:45 p.m.
Guide to the Beverage industry
Feb. 2, 2025, 7:45 p.m.
Special Update - New Fortress Energy
Feb. 2, 2025, 2:45 p.m.
Opportunities and Value traps in the US Restaurant (franchisors) Industry
Jan. 26, 2025, 7:46 p.m.
Special Equity Research Recap - Italian Wine Brands
Jan. 23, 2025, 8:45 p.m.