Substack · Sphaera Global Research
AFRICA INFRASTRUCTURE THESIS - Two Undervalued Digital & Telecom Infrastructure Companies Driving Economic Transformation
Vodacom Group (VOD.JO) | MTN Group (MTN.JO) Rating: BUY | Upside: 30-50%
US · 1 entry · 1 publication
MTN
Vail Resorts Inc
- Entries
- 1
- Bullish
- 0
- Bearish
- 0
- First
- Jul 23, 2026
- Latest
- Jul 23, 2026
No entry states a stance.
Jan 25 – Oct 26 · per month
Full performance tracking Pro · free during launch
Alpha of every thesis on MTN at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
Sign up freeSector research that mentions it
1Timeline
Newest to oldest- July 2026 1 entry
Substack · Sycamore Capital · Matthew at Sycamore
Vail Resorts (MTN) | Epic / Problems
The best collection of ski assets on earth with a capital allocation problem
Since publication +3.7% α +0.1 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.