No Deep Dives
jefkeModern value investing with a focus on small and mid-cap stocks from the US, UK, and EU. But value comes in many flavors, so anything goes. "Never sell" is overrated.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 19 | Subscribers | Read | nodeepdives.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Digesting Millicom’s Tower Monetization
Two weeks ago, on October 28th, Millicom ( ) finally announced its long-awaited tower sale. This sale-leaseback of (part of ) the tower portfolio has been anticipated as a potential catalyst for years.
Q3 2024 Portfolio Review
# I. Results
Quick (pre-Q2 24) Millicom Update
With an action-packed Q2 and an earnings release coming up later this week, here’s a brief update on Millicom ( ).
Q2 2024 Portfolio Review
# I. Results
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