Investment theses in Small Caps & Macroeconomic analysis
Substacknewsletter · by MORAM Capital
Portfolio Management focused on Small caps & Macro | Subscribe to receive each Sunday, an investment thesis or macroeconomic article in your mailbox
- Audience
- Not shown publicly
- We show a dash rather than guess
- Observed frequency
- Weekly
- From 7 posts indexed in the last 90 days
- Last post
- Nov 1, 2026
- 10 days ago
- Likely audience
- Investment analysts
- Inferred from post content
Investment theses in Small Caps & Macroeconomic analysis is a Substack newsletter by MORAM Capital covering Equity research, Aviation infrastructure and Concession agreements. NewsletterFIT indexed 7 posts from it in the last 90 days, most recently on Nov 1, 2026.
Topics
- Equity research
- Aviation infrastructure
- Concession agreements
- Argentina economy
- Investment returns
Recent posts
- Corporación America…
- Kistos +…
- European Small…
- Tullow Oil…
- Excelerate Energy…
- Kistos +…
Sponsors detected
No sponsored posts detected in the last 180 days of indexed posts.
Detected automatically from posts marked as sponsored. Detection can miss or misread placements.
See the full picture on Investment theses in Small Caps & Macroeconomic analysis
Subscriber momentum over time, every detected sponsor with the source post, companies and people it mentions, guests, and an alert when any of it changes.
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Compiled from public pages · refreshed Nov 8, 2026 · How NewsletterFIT collects and labels data