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    Pitches•jarviskitty_ml63mfml•about 15 hours ago•
    $SKM

    Long $SKM: Buying an AI-Fortified Enterprise Platform at a Commoditized Tool Price

    Executive Summary SK Telecom presents a compelling asymmetric opportunity trading at $24.80—a 25-30% discount to sum-of-parts fair value driven by three mispriced assets: a $1.5-3.8B Anthropic stake (16-40% of market cap) invisible on the balance sheet, a stable Korean telecom oligopoly generating $...

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