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News – June 2025
No investment advice Current Positions Millenium Hospitality Real Estate Socimi SA - $YMHRE One of…
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Havas NV – 2024FY review and valuation adjustments
To start, let’s take a brief look at the highlights from Havas NV’s 2024 FY…
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News: Titanium Transportation capital allocation and Unidata preliminary results
Titanium Transportation I know I haven’t shared the full thesis on this company yet (I…