VimpelCom Ltd.
VIP
position
long
Josh Resnick
Thesis
VimpelCom operates primarily outside of Russia and Ukraine, yet its stock has traded in correlation with the Russian index, creating an opportunity for investors. The fundamentals of the company remain strong despite the geopolitical concerns affecting its stock price.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a clear timeline for the thesis, it's difficult to assess whether the investment thesis has played out. The correlation with the Russian index and the company's fundamentals are noted, but without further information, we cannot determine the outcome of the pitch.
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