Abbiamo chiesto ad Andrea Zorzetto come ha vissuto il fallimento della sua prima start-up.
Alata Investment Club ha avuto il piacere di ospitare Andrea Zorzetto, CEO e co-founder di Cato, per un nuovo appuntamen...
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Browse our latest reports, analyses and insights produced by Alata Investment Club members.
Airline M&A is back in the spotlight. But what really makes an airline acquisition worth pursuing?
Apollo's proposed takeover of easyJet has reignited interest in consolidation across the aviation industry, raising ques...
Lunedì 12 ottobre ospitiamo Andrea Zorzetto, CEO & Co-Founder di Cato.
Andrea ha costruito il suo percorso nel mondo della tecnologia e dellintelligenza artificiale, fino a fondare Cato, port...
In Evidence
Featured Reports
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Featured Report
The Yen unwind
This report dissects Japan’s macroeconomic paradox, exposing the accounting illusion behind its sovereign debt: the state operating as the largest carry trader on the planet. Combining public sector balance sheet consolidation with the historical analysis of cross-asset correlations , it assesses whether the end of zero-rate policy represents a manageable transition or the inevitable trigger for a systemic, global liquidity shock.
Antonio Di Miceli; Luca Pialorsi.
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Featured Report
Fortress Financials
This report investigates the disconnect between market pricing and underlying fundamentals across a group of dominant financial franchises. Combining macro analysis with valuation discipline, it assesses whether recent de-rating reflects structural risk or a temporary dislocation driven by sentiment and regime repricing.
Antonio Di Miceli; Carolina Valenti; Federico Bonomi; Ferruccio Cogi; Filippo Vaccheri; Ginevra Bertazzoni; Thomas Ribolla.
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Featured Report
Meta - Equity Valuation
The market’s obsession with Meta’s capital expenditure surge has created a classic mispricing, treating a strategic AI infrastructure build-out as a permanent margin impairment rather than the necessary cost of maintaining a digital monopoly. This report cuts through the noise, dismantling the "capital intensity trap" narrative to reveal a business that has institutionalized operational efficiency and free cash flow generation.
Antonio Di Miceli; Gabriele Sgotti; Gaia Mazzoleni; Riccardo Bonfanti; Luca Pialorsi; Andrea Scarpari.