Investment theses in Small Caps & Macroeconomic analysis
MORAM CapitalPortfolio Management focused on Small caps & Macro | Subscribe to receive each Sunday, an investment thesis or macroeconomic article in your mailbox
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
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| Issues | 223 | Founded | 3 years ago | Last Issue | 9 days ago |
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moram.substack.comLatest Issues
Kistos + HBX Group + Ferretti + CIRSA
Updated Equity Research
Kistos published a 1H26 trading update this week and, broadly, the numbers were very positive. There is no fundamental change to the thesis or to the valuation framework presented only a few days ago. While 2Q26 pro...
Tullow Oil + CIRSA Enterprises + Catana Group
Equity research for 3 companies in interesting situations
Earlier this month, Kosmos Energy’s 2Q26 operational update forced us to revisit our assumptions for Jubilee. The same improvement matters even more for Tullow (we published our ful...
JET2 - Updated Investment Thesis
Strong earnings and a 40%+ rally in just six weeks
Jet2 results
Portfolio Management 1H26
A record-breaking first six months
Portfolio Management
Transocean: Has the Market Gone Too Far?
Updated Equity Research
Hi there, we hope you had a fantastic week !
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Portfolio Management focused on Small caps & Macro | Past: Hedge Fund Analyst | Subscribe to receive each Sunday, an investment thesis or macroeconomic article in your mailbox
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