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Olvi Oyj ( OLVAS HE)
A fairly valued alcohol company with potential upside
Jan 25
•
Tiago Dias
3
2024 Annual Report
On Track
Jan 4
•
Tiago Dias
3
2
October 2024
Jackson Financial (JXN)
Buying a dollar for 50 cents
Oct 20, 2024
•
Tiago Dias
2
4
June 2024
British American Tobacco (BTI - BATS)
Another cigar butt with a free puff
Jun 22, 2024
•
Tiago Dias
3
May 2024
Solid Försäkringsaktiebolag (SFAB ST)
A mini Geico in the making
May 25, 2024
•
Tiago Dias
2
April 2024
US Steel (X)
A special situation with limited downside
Apr 29, 2024
•
Tiago Dias
2
March 2024
2023 Annual Report
A comeback and a rebrand
Mar 23, 2024
•
Tiago Dias
6
December 2023
An Announcement and a Break
I'll be back next year
Dec 9, 2023
•
Tiago Dias
7
Japan Lifeline
A medical devices company at a fair valuation
Dec 2, 2023
•
Tiago Dias
4
1
November 2023
A look back at Activision Blizzard Inc.
The arbitrage opportunity has closed
Nov 25, 2023
•
Tiago Dias
1
Western Union Earnings - 2023 Q3
Returning capital to shareholders, now and forever.
Nov 18, 2023
•
Tiago Dias
3
1
An arbitrage play
The PXD and XOM merger
Nov 11, 2023
•
Tiago Dias
3
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