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…
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…
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…
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…
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…
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…
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…
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…
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…
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…