2025.23: What Nike Learned About E-Commerce
June 6, 2025, 10 a.m.
Elon and Trump Break Up In Spectacular Fashion. What’s Next?
June 5, 2025, 10:12 p.m.
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
SESA FY25 Results Analysis
July 26, 2025, 4:47 a.m.
Comments on: Fortress Infrastructure, Golar LNG, Solaria...
July 20, 2025, 6:45 p.m.
Valaris - Full analysis
July 13, 2025, 6:45 p.m.
Analysis - Seadrill
July 6, 2025, 6:45 p.m.
Full Portfolio Review 1H25
June 29, 2025, 6:45 p.m.
Jack in the Box - Initial Equity Research
June 15, 2025, 6:45 p.m.
Solaria - Updated Investment Thesis & Offshore Drilling Industry II
June 9, 2025, 6:45 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.