
Research journal of a securities analyst
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 28 | Subscribers | Read | newmooncap.substack.com |
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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 ...
*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.
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...
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.
The writers behind this newsletter.
Ex-L/S Analyst - Generalist
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