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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…
Mar 29
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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
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Millicom saga, phase 2.01
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February 2023
Millicom saga, phase 2
Xavier Niel goes above 20% and files a 13D with the SEC, stock still worth $40
Feb 27
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Millicom saga, phase 2
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Keep your eyes on the ball
Millicom is worth at the very least $40 per share
Feb 12
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Keep your eyes on the ball
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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…
Feb 7
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A hypothetical scenario in a hypothetical stock
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December 2022
Finding value in Gotland, the Baltics and Russia
Gotlandsbolaget and Eastnine
Dec 12, 2022
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Finding value in Gotland, the Baltics and Russia
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August 2022
A tiny RE update and 3 quick special situation ideas
Wind power, real estate and dividends
Aug 12, 2022
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A tiny RE update and 3 quick special situation ideas
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March 2022
A second bite of the apple?
Corem at 22, NAV 29.60 and growing rapidly
Mar 7, 2022
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A second bite of the apple?
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February 2022
Rambling and real estate
Updated thoughts
Feb 10, 2022
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4
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Rambling and real estate
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December 2021
Enter Entra
Merger play with downside protection and +25% upside
Dec 13, 2021
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Enter Entra
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November 2021
Swedish preferred stock? IT'S ALL THE RAGE!
So hot right now
Nov 26, 2021
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Swedish preferred stock? IT'S ALL THE RAGE!
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Castellum - Sleeping Beauty
Could this stock move from 242 to 345 in the coming months?
Nov 17, 2021
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Castellum - Sleeping Beauty
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