Archive - alwaysinvert investing

Jeff Bezos Names the World’s Best Entrepreneur

Discover this SERIAL ACQUIRER, the AMAZON of its niche

Dec 19, 2024 •

November 2024

Digesting Millicom’s Tower Monetization

Sale-leaseback announcement with SBAC leaves TIGO stock unmoved. Clarity on 2025 capital allocation is what investors need now.

Published on No Deep Dives • Nov 11, 2024

September 2024

Sep 5, 2024 •

June 2024

SiriusXM: The John Malone retirement trade

As a young investor, one of the very first stocks I bought was the Swedish ISP Bahnhof.

Jun 25, 2024 •

A Timeline of $TIGO

Making sense of the $24 bid

Jun 7, 2024 •

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, 2024 •

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, 2024 •

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, 2024 •

December 2023

Short comments on four of my holdings

Gotlandsbolaget, Tingsvalvet, Bredband2, Ferronordic

Dec 14, 2023 •

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.

Nov 5, 2023 •

October 2023

Is this Eastnine's next deal?

As I stated in my last post, Eastnine is now in an enviable position.

Oct 27, 2023 •

August 2023

Eastnine exits Russia

Aug 14, 2023 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts