Dungeon Investing

dungeoninvesting.bsky.social

18 January 2025 18:03

Yeah, SETSqx sucks

Andy

evfcfaddict.bsky.social

20 December 2024 15:53

Stock No.20 is called $ITD.MI Intred, another Italian telco operator with very low churn and lots of recurring revs. Their ambitious 2027 goals: 50% margin and 35m ebitda (~200m EV currently). Capex and net debt should go down from `26 onwards, data center earnings ramp up `27ff.

Andy

evfcfaddict.bsky.social

14 December 2024 08:33

Stock No.14 is belgian $MOUR.BR Moury Construct. Well capitalised and respected for their quality so they get lots of public projects with good margins. P/E 8 EV/E 4 ROIC: >20% Low float, auction only Maybe too much cash Some of their public clients fail to get new loans atm

Matt Bergman

mattbergman.bsky.social

12 December 2024 22:19

Love the Bespoke sector snapshots (fab, fab service generally)

Andy

evfcfaddict.bsky.social

09 December 2024 14:03

1/3 Advent calendar door no.8 brings us to beautiful Portugal. The postal service company Correios de Portugal $CTT.LS was a boring, under the radar business until the great US activist Greenwood took a stake a few years ago. They got board seats and started to transform the business into a