u/Bloo3p

Reddit r/ValueInvesting
· tracked since Feb 2026
Calls
1
Win Rate
100.0%
return
+0.8%
Calls 1 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d 100%
Average Return +0.8% Long Return +0.8% Short Return -
Average Return
7d +5.8%
30d -4.3%
90d +5.7%
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Result
Result
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Ticker
Side
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First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 19
$12.03
+0.8%
MTN dominates African mobile and fintech growth
The author argues MTN is the largest mobile network operator in Africa with controlling share in Nigeria, Ghana, Zambia, Ivory Coast, and runner-up positions in Iran and South Africa, positioning it to become the largest service/fintech company in the world as Africa's population grows. Fintech revenue grew 23% YoY as of Q3 25 and MTN is the dominant mobile payment system in Ghana and Uganda. The company is buying out IHS towers for $6.2 billion so it will own towers instead of paying for them, and competitors will pay MTN for access. Main risks cited are geopolitical instability (US-Israel-Iran fears) and Starlink cutting into market share.
Telecom Operators
Showing 1 of 1 calls · sorted by mentions

u/Bloo3p has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: MTNOY.

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