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Newmoon Capital

A securities analyst's research journal featuring company analyses, market observations, and updates on individual investment ideas.

https://newmooncap.substack.com/

Mentions12
Posts8
Latest post25 Aug 2026
GE Vernova Inc.Bigger, Better, Faster-25 Aug 2026
Energizer Holdings, Inc.Bigger, Better, Faster-25 Aug 2026
Energizer Holdings, Inc.Rebuttal-24 Aug 2026
GE Vernova Inc.Rebuttal-24 Aug 2026
Siemens Energy AGSiemens Energy: The Art of the Possible-23 Aug 2026
Siemens Energy AGBe Julien, Not Vlad-1 Aug 2026
GE Vernova Inc.Be Julien, Not Vlad-1 Aug 2026
Siemens Energy AGSiemens Energy: Max Growth or No Growth?-27 Jul 2026
GE Vernova Inc.Siemens Energy (and GE Vernova): Debunking the Peak Gigawatt Bear Case-23 Jul 2026
Siemens Energy AGSiemens Energy (and GE Vernova): Debunking the Peak Gigawatt Bear Case-23 Jul 2026
Avio S.p.A.Avio S.p.A: The Case for 10x-30 Jul 2025
Sea LimitedSE: under-appreciated recovery story?-19 Feb 2024