$KOS I've been keeping an eye on Kosmos Energy since 2018 because of its connection with $GLNG, but I hadn't actually invested until now.
Today, I'm sharing the investment case. I'm making this open to everyone, so I'd appreciate it if you could share it
elclubdelvalue.com/kosmos-en…
💎🚨 Ya tenéis disponible la Tesis de Inversión de San Lorenzo $SL que nos presenta el gran @Carlos_MoraM Fundamental para entender todo el sector de Yates de Lujo, la valoración de $SL, la caída de $TISG y sus problemas con el Bayesian y otros factores clave⬇️
San Lorenzo - Tesis de Inversión con Carlos Moram youtu.be/QinpC6LYWF4?si=i8oc… vía @YouTube
Análisis de Alantra Partners $ALNT 🇪🇸, en busca del valor perdido, disponible en nuestro substack.
🔹4% del fondo Attitude Small Caps y un claro ejemplo de la infravaloración de las small caps europeas.
⬇️Link⬇️
attitudesmallcaps.substack.c…
$EMBRAC Kingdom Come Deliverance II had a highly successful release yesterday, reaching 160k concurrent players and receiving a wave of positive feedback.
Here's a snapshot of the initial response, based on thousands of player reviews. If you'd like to get early access to valuable insights like these and stay ahead of the curve, make sure to get in contact with Alinea Analytics!