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Investment Theses

Acciona, S.A. ($ANA) investment thesis

Acciona, S.A. ($ANA)

Acciona, S.A. ($ANA) Investment Thesis: We analyze one of Europe's decarbonization pioneers. Despite its numerous advantages, including the tailwind of electrification, Acciona's poor track record of value creation for shareholders makes its stock somewhat challenging.

HelloFresh SE ($HFG) investment thesis

HelloFresh SE ($HFG)

HelloFresh SE ($HFG) Investment Thesis: We analyze HelloFresh's recent poor stock price performance, along with its financials, risks, and competitive advantages, and provide our opinion on its current valuation.