Investment theses in Small Caps & Macroeconomic analysis

MORAM Capital

We are a group of four professionals with financial industry experience who collaborate with Family Offices and Portfolio Managers. Additionally, throughout the week, we publish company analyses, interviews with management of the companies we follow, macroeconomic insights, and educational articles on our website, Moram

Every Sunday, we compile this information and send it to our subscribers via email.

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Our content: Investment theses, Educational pieces, macroeconomic analyses… + Portfolio Management)

Some examples of our last 6 months

Educational pieces

Analysis from scratch of the US restaurant industry , reading hundreds of 10K & 10Qs to build and Spreadsheet detailing the process from the universe of 35 companies to the 4 chosen

Step-by-step explanation of how to perform a DCF analysis with an attached spreadsheet detailing the calculation for The Italian Sea Group and Sanlorenzo (two boat companies that we have thoroughly analyzed).

Guide to the Recreational Boat, Yacht, and Superyacht Industries.

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