Ikea, 7-Eleven, Starbucks, Guardian...
1
1
The BAD and Not so Bad Christmas Eve news...
2
A bet on an industry which could be growing for a long time...
The shrinking cruise liner with more holes...
2
When ARPU is rising and cost is pretty much cap
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More forced Scaled Economics Shared
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When you are force to share your spoils...
20220325
2
When a company issue a right issue... And all stakeholders become aligned.
Investment into a long paying royalty asset that pays and pays for the next 25 years and possibly more...
1
When the demerger is bound to happen and value should emerge from it.
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Established since 2020
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