Episode Details

PSquared Asset Management has made a significant investment in IHS Holding, acquiring approximately 4.3 million shares in Q1 2026, making it their second-largest holding after Warner Bros Discovery. IHS, which operates telecom towers and infrastructure across multiple continents, reported strong Q1 results, with revenue up 6% to $415 million, adjusted EBITDA up 6.5%, and income surging 151%. PSquareds substantial stake in IHS suggests high conviction in the companys growth potential, despite currency challenges and emerging market drama.

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