Portfolio 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 | 234 | Founded | 4 years ago | Last Issue | 6 days ago |
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Kistos + Basic Fit + Sanlorenzo
Plus Portfolio Management
Kistos published its 3Q26 trading update this week and, frankly, we were expecting better numbers, particularly with commodity prices at these levels. However, after going through the figures in detail, we are con...
European Small Caps (Italian Wine Brands, Ecoener, Sanlorenzo, NewPrinces)
Plus Portfolio Management
When we last reviewed Sanlorenzo following its 1H26 results in September, the company had delivered another solid quarter, with growing order intake, resilient margins and a strong balance sheet despite the weakne...
Tullow Oil + Golar LNG + Antin Infrastructure
Equity Research Updates
Last week, the ICC tribunal ruled against Tullow Oil in its dispute with the Ghana Revenue Authority (GRA) over taxes on Business Interruption insurance proceeds received between FY16 and FY19. Tullow’s announcement...
Excelerate Energy + Corporation America
Plus Portfolio Management
Corporación América
Kistos + NewPrinces & Princes (Equity Research Updates)
Plus Portfolio Management
Princes reported its 1H26 results this Tuesday, following a difficult few months for the stock, which had fallen almost 40% from its November IPO price. Since publishing our initial equity research in June, we hav...
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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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