A Telecom Monopoly in RussiaMBT is quietly becoming a monopoly in the Russian mobile telecom space. I wrote a detailed analysis of the company, which you can find here: rockvuecapital.wordpress.com
In short, the company is a monopolistic giant with tremendous reach and power in Russia and Eastern Europe. Despite this tremendous power and monopolistic qualities, the company trades at roughly 13x FCF and sports a 10.6% FCF Yield.
Please be critical if and where you don't agree.
All the best,
Brandon
