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Millicom, The Art of the Deal
Since my last post, Xavier Niel first stepped over 20% in Luxembourg (including treasury shares). He was then invited to join the nomination committee…
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alwaysinvert
37
Millicom saga, phase 2.01
Don't read if you are growing tired of me pontificating
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alwaysinvert
15
February 2023
Millicom saga, phase 2
Xavier Niel goes above 20% and files a 13D with the SEC, stock still worth $40
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alwaysinvert
33
Keep your eyes on the ball
Millicom is worth at the very least $40 per share
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alwaysinvert
14
A hypothetical scenario in a hypothetical stock
Let’s say that there is a company in an unpopular and forgotten part of the world. Let’s say that this company is active in a boring, stale sector and…
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alwaysinvert
2
December 2022
Finding value in Gotland, the Baltics and Russia
Gotlandsbolaget and Eastnine
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alwaysinvert
5
August 2022
A tiny RE update and 3 quick special situation ideas
Wind power, real estate and dividends
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alwaysinvert
March 2022
A second bite of the apple?
Corem at 22, NAV 29.60 and growing rapidly
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alwaysinvert
February 2022
Rambling and real estate
Updated thoughts
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alwaysinvert
4
December 2021
Enter Entra
Merger play with downside protection and +25% upside
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alwaysinvert
November 2021
Swedish preferred stock? IT'S ALL THE RAGE!
So hot right now
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alwaysinvert
Castellum - Sleeping Beauty
Could this stock move from 242 to 345 in the coming months?
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alwaysinvert
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