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Moram

MORAM Capital, a team of financial industry professionals, publishes weekly investment theses, equity research, and macro analysis on undervalued European small caps.

https://moram.substack.com/

Mentions11
Posts9
Latest post30 Aug 2026
Wingstop Inc.Equity Research Wingstop-30 Aug 2026
Corporación América Airports S.A.Corporación America + Portfolio Management-23 Aug 2026
Golar LNG LimitedGolar LNG + Sky Harbour + Portfolio Management-16 Aug 2026
Kistos Holdings PlcKistos + HBX Group + Ferretti + CIRSA-2 Aug 2026
Tullow Oil plcTullow Oil + CIRSA Enterprises + Catana Group-26 Jul 2026
Jet2 plcJET2 - Updated Investment Thesis-12 Jul 2026
Kistos Holdings PlcTransocean: Has the Market Gone Too Far?-28 Jun 2026
Corporación América Airports S.A.Transocean: Has the Market Gone Too Far?-28 Jun 2026
Transocean Ltd.Transocean: Has the Market Gone Too Far?-28 Jun 2026
Kosmos Energy Ltd.Energy After the Oil Reversal: Kosmos Energy, Kistos, Excelerate...-21 Jun 2026
Princes Group plcPrinces Group - Too Cheap to Ignore?-14 Jun 2026