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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.