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alwaysinvert investing

alwaysinvert

Investing and special situations in Scandinavia

Platform
Substack
PricingOnly free issuesPublishesMonthly
Issues30SubscribersRead alwaysinvertit.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

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 ...

2 months ago
12
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...

5 months ago
8
7

A Timeline of $TIGO

I feel like timelines often help to put corporate actions into proper perspective. Of course, it depends on the biases and the knowledge of the person interpreting the facts. Another matter is the editing necessary in putting together a tim...

5 months ago
15
10

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.

7 months ago
8
11

Authors

The writers behind this newsletter.

  • alwaysinvert

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

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