4 Comments

Thank you for this analysis.

If you are interested, there is a comment on United Internet on the last quaterly report of the TGV Rubicon Stockpicker fund (they have a 12.2% position)

Report here : https://valueandopportunity.files.wordpress.com/2023/07/bericht-des-sub-advisors-fuer-das-teigesellschaftsvermoegen-rubicon-stockpicker-fund-ueber-das-erste-halbjahr-2023-englisch-1.pdf

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Congrats on Delfi, totally misjudged that one.

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Great Write Up in United Internet! May is ask how much % of your Portfolio is in IDT and UI?

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Each position is between 3-4%.

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