Overlooked Alpha

Overlooked Alpha

A $1 Acquisition Could Lead This Stock To Double

Strong management, valuable assets, and a transformative deal

Joe | 3MB and Overlooked Alpha
Oct 01, 2023
∙ Paid

Highlights:

  • A stunning acquisition has nearly doubled the revenue base for this $3 billion telecoms company.

  • Yet a nervous and impatient market has sold the stock down to an attractive valuation.

  • Competent management with skin in the game adds further ballast to the bull case.

When a manager with a reputation for brilliance tackles a business with a reputation for bad economics, the reputation of the business remains intact.

— Warren Buffett

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