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Italian Equities

🇮🇹🇬🇧 Italian & English research on Italian equities/ doppia traduzione: from established companies to small & micro caps, I look for quality businesses, attractive valuations and significant upside

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Substack
PricingOnly free issuesPublishesWeekly
Issues4Founded2 months agoLast Issuea month ago
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Artwork for Italian Equities

Latest Issues

Why Domino's Pizza Will Never Win Italy

I want to start by saying this isn’t the kind of piece you’re used to reading here. It’s not a deep dive into a business. This is something simpler and, honestly, more fun to write, an article written almost for the pleasure of it:

a story...

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Revenue Tripled Since 2022, a Backlog Worth Five Years of Sales, and a Stock Still Priced at Just 4x EBITDA

In a small town in the Marche hills, a family that has been pouring concrete since 1946 has spent the last five years turning municipal road jobs into something far bigger: a listed company sitting on close to five years of already-secured...

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€84 Million Today. What If This Becomes a €500 Million Business?

No brand. No flashy technology. Just machines bolted inside a factory line: sealing trays, filling containers, wrapping and palletizing whatever comes off the belt. The kind of business most investors scroll past without a second look, whic...

2 months ago
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Welcome to Italian Equities!

*Note (important): every article will be published in a dual version, Italian and English, both written and curated personally, not automatically translated.

The goal of this newsletter is simple:

  1. Analyze the entire Italian equity l...
2 months ago
7

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  • Italian Equities

    🇮🇹🇬🇧 Italian & English research on Italian equities/ doppia traduzione: from established companies to small & micro caps, I look for quality businesses, attractive valuations and significant upside

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