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Comcast – Forgotten spin-off
Posted inSpin-off

Comcast – Forgotten spin-off

Posted by Franco Gianotti December 15, 2025
Last Friday, when I saw Comcast’s “record date” for the spin-off, I moved my Saturday…
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Comcast – La spin-off olvidada
Posted inSpin-off

Comcast – La spin-off olvidada

Posted by Franco Gianotti December 15, 2025
El viernes pasado, cuando vi el "record date" de Comcast para la spin-off, reprogramé mis…
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Nomad Foods – El final de los consumidores?
Posted inValue

Nomad Foods – El final de los consumidores?

Posted by Franco Gianotti November 10, 2025
Hace días me encontre con un tweet que mostraba como estaban teniendo caídas muy fuertes…
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Macfarlane Group Plc
Posted inValue

Macfarlane Group Plc

Posted by Franco Gianotti October 7, 2025
Que hace la empresa? Es una empresa de UK que se dedica a la distribución…
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Macfarlane Group Plc
Posted inValue

Macfarlane Group Plc

Posted by Franco Gianotti October 7, 2025
What does the company do? It is a UK company that focuses on distributing and…
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B&M European Value Retail Plc
Posted inValue

B&M European Value Retail Plc

Posted by Franco Gianotti August 19, 2025
No investment recommendation. Make your own research and valuation before investing. It is a discount…
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Posted inValue

Havas NV – Last presentation and re-valuation

Posted by Franco Gianotti August 12, 2025
No investment advice, make your own research first Havas has shared its results for the…
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Posted inNews

News – June 2025

Posted by Franco Gianotti June 17, 2025
No investment advice Current Positions Millenium Hospitality Real Estate Socimi SA - $YMHRE One of…
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Posted inLiquidation

Corporate Liquidation: abrdn European Logistics Income $ASLI

Posted by Franco Gianotti May 30, 2025
This is not an investment advice, make your own research before investing I discover this…
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Posted inValue

Hurco Companies – Classic net-net

Posted by Franco Gianotti May 19, 2025
This is not an investment recommendation, if you want to invest make your own research…
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