Post #11 - stock performance: CDB, June/ July 2024

I added this stock to my portfolio because (1) I have b2b dealings with company and I can see that they are much more forward thinking than their formidable rival, to whom I have been a decades-long loyal user to (2) as a lifelong user to their main rival, I have to say their service and innovation leaves little to be desired (3) the merger between C & D seems more synergistic than cannibalistic as one is strong in the postpaid segment and one in prepaid (4) stock price seems to have some upside.

What do you think of this pick? Did I missed anything?