We love doing our own research, analysis and investing.
Mainly covering distressed debt and turnaround situations, bankruptcies.
We also keep under our radar screen cutting-edge technologies or innovative business models, that we mostly try to re-evaluate after they decline from their peak of inflated expectations.
Paolo Gorgo' founded Nortia Research to pursue his passion for equity research. Paolo is an Italy-based investor who mostly analyzes distressed debt and turnaround cases. At first, he started covering the Telecommunications Infrastructure and Colocation Industry, whose turnaround has been impressive - see Paolo's article: "Equinix's Journey From IPO To The Nasdaq 100 Through Near Bankruptcy".
Later on, he widened the scope of his research to include different sectors/special situations.
His commentary has been quoted both by news organizations like Reuters (I, II) and listed companies like Equinix, Switch and Data (now part of Equinix), TelX (Digital Realty), etc., or published by leading online sector-specific sources like Data Center Knowledge. Paolo also hosted a few presentations at Data Center Dynamics conferences in Italy.
Nortia had a great temple in Velsna, where it was a tradition to drive a nail into the wall at the new year to mark the ending or fixing of the old one.
This is variously explained as an expiation rite, or symbolizing the conclusion of the year just past.
The act of driving a nail is seen as symbolic of Fate, as it puts an end to motion.
The Latin expression "Clavus anni" designates the beginning of the year, and derives from this tradition (clavus is Latin for nail).
Nailing data - in our case a deep analysis of past performances as a necessary starting point leading to new investment decisions.