My thoughts on Humm Group into the AGM

Regular readers will be aware that I have taken a significant position in Humm Group (‘Humm’, or ‘the Company’) in recent months. As of the date of this note, I own 18.6mm shares – that is, ~3.8% of the Company - making me the third largest holder of record. With the AGM fast approaching on … Continue reading My thoughts on Humm Group into the AGM

Quick update on WOW

WideOpenWest (US: WOW) - last price 5.01 - last notes here This afternoon, having rescheduled the conference call from AM to PM - what a tell that was, in retrospect - our long national nightmare is over, with the consummation of the WOW/Digitalbridge/Clearview merger for $5.20 per share announced (see here). In retrospect, much of … Continue reading Quick update on WOW