#2 Equity Update
Explore updates on our thesis for INPST.AS, ALCO, SKYH, CCL, VLE.TO, GM
Update Teaser:
InPost (INPST.AS) - Focus on international expansion despite growing competition
Alico (ALCO) - Capital allocation plan on the horizon
Sky Harbour (SKYH) - Reasons behind BOC cutting Its stake, NYSE uplisting
Carnival Corporation (CCL) - Substantial savings from debt refinancing, new ship joins Cunard
Valeura Energy (VLE) - Operational and financial updates for 4Q24 and 2025 guidance
General Motors (GM) - Strong earnings, cautious guidance, and glooming tariffs