Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
The Offshore Drilling industry
June 1, 2025, 6:45 p.m.
AutoPartner - Initial Equity Research
May 25, 2025, 6:45 p.m.
Special Update - New Fortress Energy
May 21, 2025, 6:45 p.m.
The Italian Sea Group, Sanlorenzo & Ferretti
May 18, 2025, 6:45 p.m.
Updates on Campari, Fortress Infrastructure, Excelerate Energy, Good Times Restaurants, ..
May 11, 2025, 6:45 p.m.
Special Update - Fortress Infrastructure
May 10, 2025, 6:45 p.m.
Owens Illinois
May 5, 2025, 6:46 p.m.
Golar LNG - Full Analysis post Argentina deal
May 4, 2025, 6:45 p.m.
Edenred & Pluxee - The 2 giants of the Employee benefits Industry
April 27, 2025, 6:45 p.m.
Updated Investment Thesis : Cheniere Energy
April 20, 2025, 6:45 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.