Company Overview - Telecom Italia operates in Italy and Brazil, providing fixed, mobile, and data services under the TIM brand [1] - The company is primarily listed on the Italian Stock Exchange [1] Investment Philosophy - The investment philosophy focuses on identifying opportunities with a compelling margin of safety and an asymmetric risk-reward profile [1] - The approach emphasizes meticulous analysis of companies to uncover those with sound fundamentals and attractive valuations [1] Experience and Sector Focus - The individual has over 15 years of experience in the financial sector, with a university degree in business management and economics [1] - The investment strategy maintains a broad perspective across diverse industries, while avoiding complexities in banking, specialized IT, and biotech sectors [1] Investment Decision Process - Investment decisions are guided by a disciplined approach to value investing, emphasizing thorough due diligence [1] - This includes scrutinizing financial statements, assessing management quality, and evaluating competitive positioning within the industry [1]
Telecom Italia: After Deleveraging, The Focus Is On Shareholder Remuneration