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Matt Seto's avatar

Really appreciate these posts. They've been very helpful. Have you looked at Helios Towers? Given your EM and Telco exposures, it might be interesting. Trading at 14% steady state FCF yield (after interest expenses). Good business, good management.

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EYC Investing's avatar

What do you think of the new Aimia management?

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IJW's avatar

Its so weird, I am subbed, but didn't get any emails, not in promotions or spam either. Saw this post because of notes. I have noticed this with some of my subs as well, they are subbed but receive less emails than they should (or 0 even).

Anyway, congrats with the results.

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Wubbe Bos's avatar

Great performance! especially given the lack of exposure to the mag 7. Keep up the good work!

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Mar 26, 2024
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Wubbe Bos's avatar

I used to get those feelings as well. Not this time though. I have no influence on others.

In my opinion we are in the euphoria stages now, so try to move to more stable companies. Hard to pay "up" for something and call it safe. Rather just buy more of my best ideas 😌

Best solution might be to start a position in safe bonds. 😴

Just yesterday thought about tail hedging given the surprisingly low vix. 🤔

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mendo's avatar

What are aproximate valuations of CBD and EXTO currently ?

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