Edenred, an asymmetric opportunity to invest in a very profitable business
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Waga Energy - 5x on energy infrastructure, is it real?
Disclaimer: Please note that the author (Paul Coquant) & related entities are long on Waga Energy, SA (entry price of €12-€22 per share). While he remains confident in the thesis presented here, he may adjust this exposure at any time based on market conditions. This article represents his personal
Cellnex - a digital infrastructure monopoly turning soon into a cash cow?
Disclaimer: Please note that the author (Paul Coquant) & related entities are long on Cellnex Telecom, SA (entry price of €27-€30 per share). While he remains confident in the thesis presented here, he may adjust this exposure at any time based on market conditions. This article represents his personal
GTT - how can a monopoly be a potential value trap?
