Alternative Telcos for the portfolio
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
Congrats on Delfi, totally misjudged that one.
Great Write Up in United Internet! May is ask how much % of your Portfolio is in IDT and UI?
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
Congrats on Delfi, totally misjudged that one.
Great Write Up in United Internet! May is ask how much % of your Portfolio is in IDT and UI?