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Newmoon Capital

Newmoon Capital

Research journal of a securities analyst

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues28SubscribersRead newmooncap.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Avio S.p.A: The Case for 10x

Avio is the keystone supplier for Europe’s space and missile sovereignty, with unmatched expertise in propulsion systems. Based in Italy, the company designs and manufactures Solid Rocket Motors (SRMs) used in both European space launchers ...

4 months ago
13
8

SE: under-appreciated recovery story?

*FYI, I am out of the L/S equity world (living the good life in credit) so I no longer have direct access to alt data. Alt data that I do have comes from friends so take it with a grain of salt.

2 years ago
6
1

OMI update

The short idea has worked with the stock down about 64% over the last 8 months. To be clear, I did not expect the stock to decline this much, although the market environment has changed a lot over the last 8 months for highly levered compan...

3 years ago
1
1

Eastside distilling part 2: review Q1 results

I believe EAST might be a 0, or basically 0, before the end of this year and equity holders (as well as preferred equity holders) are going to be wiped out.

4 years ago
0
0

Authors

The writers behind this newsletter.

  • Newmoon Capital

    Ex-L/S Analyst - Generalist

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