The Italian Sea Group | February 2025

This analysis is not a luxury fashion giant, not a premium whiskey brand, but something way more exclusive. I'm talking about The Italian Sea Group (TISG), a yacht builder that makes floating palaces for the ultrarich. COVID-19 turned out to be an unexpected catalyst: the ultra-wealthy didn’t just want to escape lockdowns, they wanted to do it aboard their own, fully customized mega yachts.

Think sailing and motor yachts, ranging from 17 to a staggering 140 meters in length. Their customers are individuals with at least $50 million in assets. They focus on semi- and fully custom-built megayachts and are the only publicly traded giga yacht (100m+) builder in the world.

The company has an impressive growth story, but is it built on solid foundations, or is it just riding a luxury 'wave'? That’s what I’ll explore in this analysis

Step on board and take a closer look at this luxury yacht builder. ⚓

Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

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