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SiriusXM: The John Malone retirement trade
As a young investor, one of the very first stocks I bought was the Swedish ISP Bahnhof. It was the summer of 2009 and I started buying it at roughly 10…
Jun 25
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SiriusXM: The John Malone retirement trade
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A Timeline of $TIGO
Making sense of the $24 bid
Jun 7
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A Timeline of $TIGO
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April 2024
Tigo Q1 preview
First of all, if you would like to read a short and to the point overview of the current investment case for , check out No Deep Dives.
Apr 30
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Tigo Q1 preview
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February 2024
Tigo Q4 preview and a bit on the Carlos Slim empire
Note: This post was written before Iliad bought Kinnevik’s stake in Tele2.
Feb 25
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Tigo Q4 preview and a bit on the Carlos Slim empire
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January 2024
Is Tigo a future cannibal?
As of this writing, the auction process for buying parts or all of Tigo’s new towerco Lati is ongoing.
Jan 8
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Is Tigo a future cannibal?
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December 2023
Short comments on four of my holdings
Gotlandsbolaget, Tingsvalvet, Bredband2, Ferronordic
Dec 14, 2023
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Short comments on four of my holdings
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November 2023
Baltic Horizon Fund is in bad shape
I must admit to being a bit surprised that no unit-holders in Baltic Horizon Fund (BHF) contacted me in the last week. Perhaps what I wrote didn’t reach…
Nov 5, 2023
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Baltic Horizon Fund is in bad shape
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October 2023
Is this Eastnine's next deal?
As I stated in my last post, Eastnine is now in an enviable position. Not only are they cash-rich, they are also present in a market where yields are…
Oct 27, 2023
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Is this Eastnine's next deal?
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August 2023
Eastnine exits Russia
Hello again. Hope all of you had a good summer.
Aug 14, 2023
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Eastnine exits Russia
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May 2023
On the eve of
Millicom adds another catalyst in Colombia
May 30, 2023
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On the eve of
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March 2023
Millicom, The Art of the Deal
Since my last post, Xavier Niel first stepped over 20% in Luxembourg (including treasury shares).
Mar 29, 2023
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Millicom, The Art of the Deal
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Millicom saga, phase 2.01
Don't read if you are growing tired of me pontificating
Mar 16, 2023
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Millicom saga, phase 2.01
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