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Airtel Africa’s significant growth potential, driven by increasing mobile penetration, data usage, and mobile banking expansion, is being greatly impacted by the devaluation of the Nigerian Naira and ongoing regulatory challenges. Despite recent high revenue growth trends, the devaluation caused a negative turn in revenue growth and an increase in foreign exchange losses. While the company maintains solid performance indicators, the ongoing uncertainties cloud the decision on whether to hold, sell, or add to the stake in the company.

Frontier is a tiny video game developer in the UK sitting on a depressed multiple due to profitability. I think coming around the corner we could see profitability inflect producing a higher multiple. The company has a solid balance sheet, good IP, a great track record in developing games, and high insider ownership. I think profitability will inflect around 2025 and if not I will need to reevaluate.

25% deal premium seems Juicy. Will it go through?

This article is meant as a cliff notes of important tidbits that I took away from Chris Mayer’s great book 100-Bagger’s. 100 Bagger’s is one of my favorite investing books and I wanted to take some notes on it.

Sutl Enterprise (SGX:BHU) shows strong financials with revenue surpassing pre-COVID levels. Opportunities for marina expansion, attractive valuation, and a 9% dividend yield make me content to hold.