3 Comments
Apr 5Liked by Paul Cerro

Have you looked at Talgo SA (TLGO)? There is a bid from an Hungarian peer that is not really appreciated. Management is no shopping for an alternative (hopefully higher) bid. At current price it looks asymetric to me.

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author

I haven't. Any write-up you recommend I read?

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I am not aware of any write-up. We probably have to do the work ourself? ;-)

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