LongOPTUSep 2026
Optimum Communications
Curreen purchased Optimum as a short-duration tender-offer special situation rather than as a conventional long-term investment. The company offered to repurchase roughly 40% of…
OPTU
1 published idea on Optimum Communications across 1 fund — 1 long and 0 short.
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Optimum Communications: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Curreen purchased Optimum as a short-duration tender-offer special situation rather than as a conventional long-term investment. The company offered to repurchase roughly 40% of…