Investment theses in Small Caps & Macroeconomic analysis
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Deep dive into the new Transocean (after Valaris M&A)
A Transformational Acquisition Unlocking Equity Potential
Feb 15
6
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WebBeds - A Potential Event-driven Opportunity
The fast-growing Australian competitor of HBX Group (HotelBeds)
Feb 11
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MORAM Capital
1
2
HBX Group (Hotelbeds) - Initial Equity Research
From LBO leverage to a cash-generative platform
Feb 8
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MORAM Capital
11
1
Kosmos Energy - Updated Equity Research
Value Trap or Multi-bagger Opportunity?
Feb 1
17
2
Initial Equity Research - Pluxee
Mispricing or misunderstanding?
Jan 25
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MORAM Capital
17
5
LNG Industry situation + Updates on Venture Global Next Decade, Golar LNG & Excelerate
When the tide goes out, you see who’s been swimming naked
Jan 18
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MORAM Capital
8
2
SunCountry Airlines - Initial Equity Research
Secured growth & strong capital allocation at a compelling valuation
Jan 11
6
2
MORAM Capital - 2025 Recap + Free updates + Annual Offer
34 Companies & 5 Industry Guides
Dec 31, 2025
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MORAM Capital
14
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Investment theses in Small Caps & Macroeconomic analysis
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