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position
long
Josh Resnick
Thesis
We regret not owning Altice or Numericable, as we were impressed by their management team and their aggressive consolidation strategy in Europe.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. The thesis expressed a positive sentiment towards the management and strategy of Altice or Numericable, but without further information on their performance or developments, we cannot determine the outcome.
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