Bi-weekly recap #7

Update on doValue and some interesting readings

doValue is by far one of worst pick since the inception of this Substack, with price down -79% since the original post (only marginally mitigated by 13% cumulative received in dividends)! It’s not alone, as all other European debt collectors are in a similar situation, including Sweden’s Intrum (which is also locked in a tussle with bondholders to reduc…