Portfolio Management focused on Small caps & Macro | Subscribe to receive each Sunday, an investment thesis or macroeconomic article in your mailbox
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Updated Equity Research: Sanlorenzo, Kosmos Energy & Excelerate Energy
MORAM Capital
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Tullow Oil - Initial Equity Research
How much of the recovery reaches equity?
Hi there, we hope you had a fantastic week !
Kistos Holdings - Updated Equity Research
Back to the Original Playbook?
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Pluxee - Updated Equity Research
Mispricing or misunderstanding?
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Updated Equity Research: Kosmos, NewPrinces, Catana, IWB
MORAM Capital
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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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