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Moram

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SESA FY25 Results Analysis

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Comments on: Fortress Infrastructure, Golar LNG, Solaria...

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Valaris - Full analysis

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Analysis - Seadrill

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Full Portfolio Review 1H25

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Jack in the Box - Initial Equity Research

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Solaria - Updated Investment Thesis & Offshore Drilling Industry II

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The Offshore Drilling industry

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AutoPartner - Initial Equity Research

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Special Update - New Fortress Energy

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The Italian Sea Group, Sanlorenzo & Ferretti

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Updates on Campari, Fortress Infrastructure, Excelerate Energy, Good Times Restaurants, ..

May 11, 2025, 6:45 p.m.

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Special Update - Fortress Infrastructure

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Owens Illinois

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Golar LNG - Full Analysis post Argentina deal

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Edenred & Pluxee - The 2 giants of the Employee benefits Industry

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Updated Investment Thesis : Cheniere Energy

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Special Update - Alantra

April 15, 2025, 10:06 a.m.

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Initial Equity Research: Brown Forman

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Portfolio Management 1Q25 and Reflection on the Current Situation

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Special Update: Excelerate Energy & New Fortress Energy

April 3, 2025, 8:15 p.m.

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Fortress Infrastructure $FIP

March 30, 2025, 6:45 p.m.

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Italian Wine Brands - Special FY24 Results

March 27, 2025, 7:45 p.m.

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Two Italian gems ready to shine

March 23, 2025, 7:45 p.m.

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Sesa is back in growth mode

March 19, 2025, 8:15 p.m.

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