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I opened a new position this week.

I bought a €300M French company that has direct exposure to the datacenter buildout. But not in a way you expect!

They pivoted their business model in the past years, but I believe the market is yet to fully catch up.

Management has skin in the game and a habit of under promising and overdelivering.

And most importantly, I think it’s attractively valued.

Check it out!

STIF France SAS (ALSTI) - Full Investment thesis
Mar 20
at
11:06 AM
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