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alwaysinvert investing

alwaysinvert

Investing and special situations in Scandinavia

Platform
Substack
PricingOnly free issuesPublishesMonthly
Issues32SubscribersRead alwaysinvertit.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Half-time victory lap in $TIGO

I have invested in and followed since 2019 and it has been an at times bumpy ride. In the fall of 2021, shortly before the deal to buy out the minority in Guatemala was struck, I gave up on the stock and sold out. While I found the buy-out...

3 months ago
20
11

Jeff Bezos Names the World’s Best Entrepreneur

Since May this year, has confirmed its astonishing operational turnaround through two strong quarterly reports, revised its guidance upwards multiple times, sold off its towers for a cool billion dollars, announced a game-changing in-marke...

a year ago
19
22

Tigo post-bid

So, the bid is finally over. Atlas increased their stake from just below 30% to just above 40% of the shares. I would have guessed a higher acceptance beforehand. The traded volume in the last few weeks was surprisingly thin, which made me ...

a year ago
13
11

SiriusXM: The John Malone retirement trade

As a young investor, one of the very first stocks I bought was the Swedish ISP Bahnhof. It was the summer of 2009 and I started buying it at roughly 10 SEK per share. With the neat number of exactly 10 million shares outstanding, I was gett...

a year ago
8
7

Authors

The writers behind this newsletter.

  • alwaysinvert

    Investing in small and mid caps, special situations, focused on Scandinavia.

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