Investment theses in Small Caps & Macroeconomic analysis
by MORAM CapitalInvestment theses in Small Caps & Macroeconomic analysis
About the Substack
Portfolio Management focused on Small caps & Macro | Subscribe to receive each Sunday, an investment thesis or macroeconomic article in your mailbox
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- Occasional public posts
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- Full access to Moram.eu (Premium area) - Detailed investment theses, macroeconomic analyses & Advanced Educational content
- Downloadable models & Excels of the 35-40 companies covered (annual) + Portfolio Management
- All our team work in the industry(Inv Funds, HF,PE..) & conduct the analyses accordingly(we believe this is what sets us apart)
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About MORAM Capital
Portfolio Management focused on Small caps & Macro | Past: Hedge Fund Analyst | Subscribe to receive each Sunday, an investment thesis or macroeconomic article in your mailbox
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