The European Commission wants telecoms companies to become more profitable and engage in M&A. Meanwhile, the sector has quietly outperformed.
European telecoms – opportunity hiding in plain sight
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Weekly dispatches
Every week, I send out an email with observations about markets, investments, and random other subjects. These emails will help you shape your world view, they will teach you new investment strategies, and they will also give you new ideas that you can research further.
MOST POPULAR WEEKLY DISPATCHES
Rebuilding Ukraine - 99 stock ideas for a peace deal
Panthera Resources - multi-bagger legal claim?
How to buy into the world’s cheapest real estate
Texas - a “country” to invest in?
The Metals Company - a multi-bagger if Trump aims for resource autarky?
50 things I now know about investing because I am 50
The craziest (unknown) European banking stock
Amentum and the power of my global readership
Dead newsletter authors you can learn from
ZIGUP - acquisition target with 100-200% upside
Sark – bidding for the Barclay estate and going public
The Sark Property Company is preparing an ambitious bid for real estate on Sark. The company also plans to do an IPO.
Scandinavian Tobacco – a comeback for cigars?
Alongside producing cigars, Scandinavian Tobacco Group produces plenty of cash for its shareholders – and it plans to grow further!
Allegro – a new cycle for the Polish e-commerce giant?
E-commerce company Allegro was Poland’s largest IPO ever. The stock has since dropped two-thirds. Is now the time to get in?
C&C Group – a rather unknown British market leader
C&C Group is a leading British producer and distributor of alcoholic drinks. There are several reasons why the stock should be re-rated.
Northern Data – to da moon, again?
The stock of Northern Data first rose tenfold, then dropped 96%. Will an event in Frankfurt trigger a new lift-off?
Hungary investor trip – what we learned
Two days of nonstop fact-finding in Hungary. Here is what you’ve missed.
Will Georgia’s EU membership candidate status bring further investment gains?
London-listed Georgian stocks have been on a tear. Is it still time to get into Bank of Georgia, TBC Bank and Georgia Capital?
A second opportunity at SNP?
Following a tender offer and leadership changes, the stock of SNP Schneider Neureither & Partner offers an interesting risk/reward ratio.
How Rolls-Royce benefits from the return of long-haul jets
The recovery of long-haul jet travel is boosting income at Rolls-Royce. The stock could have another 150% to run.
Victoria’s Angels are back – a turnaround for Victoria’s Secret?
After a five-year hiatus, Victoria’s Secret’s infamous fashion show returns. Will the bombed-out stock price react?
Hungarian stocks – worth a closer look?
Hungarian stocks are easy to trade, but no one is taking an interest. Is this about to change?
How to profit from government U-turns
Governments are realising the need for commodities such as copper. Dormant mining projects could deliver spectacular returns.
