Posts by Andrew Stotz

User base might have reached maximum, reality Labs squeeze profits, but could turn big in the future, and competitors grow out of nothing to challenge its dominance.

Resolving gas supply issues ensures longevity, a pioneer in renewable energy should be future proof, and undemanding valuation could lead to re-rating.

Broadband expansion unlocks growth, but is competitive, superior network quality helps to defend market share, and ancillary businesses are important in the long-term.

Home broadband expansion offers solid top-line driver, new entrant Dito challenges previous Filipino duopoly, and investment in mobile payments could pay off big.

End markets mature, no opportunities to grow, lack of investments translate into zero revenue growth, and massive dividend yield secured by strong cash generation.