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Investor AB - Part II

Unpacking the 20% 10-year CAGR
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Sector Writeup

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Serial Acquirers - The Generalists
Translating wisdom from REQ Capital into screening the field
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Ole
4
Payment Providers
Exploring Investment Opportunities in the Competitive Payments Landscape
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Ole
Scandinavian Industrial Compounders
A top-down perspective on a group of scandinavian industrials having achieved a 7-year CAGR of 22%
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Ole
The Outsiders' Corner
The Outsiders' Corner
Welcome - In this corner, you will find writeups on companies with potential for reinvestment of earnings at high returns, for a long time

Business Writeup

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Investor AB - Part II
Unpacking a 20% 10-year CAGR
 • 
Ole
MBB SE
Family-owned Industrial Holding Company. 20year CAGR of 11% at 5x EV/EBITDA
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Ole
5
EXOR 2.0
From Ferrari's Prestige to Philips' Turnaround: What Lies Ahead for This Family-Driven Industrial Holding in the Next Decade?
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Ole
1
Paradox Interactive
Collaboration w/ Learning To Grow. With PDX stock at a 5-year low, we dissect whether it could be an opportunity
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Ole
 and 
Learning To Grow
Bouvet: Sleeping Compounder
Norwegian consultancy w/ 27% 10-y CAGR, despite being flat for the last 3.
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Ole
Shift4: Time for Weighing
Rejection of Takeover Bids. Opportunity to Reevaluate Fundamentals
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Ole
4
Exor: Discounting Excellent Track-record?
"Buying Exor shares today, is like getting Ferrari shares at a 40% discount, Stellantis for it´s market price of 8x FCF (3y avg) & the rest for free"
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Ole
Nordnet
Disrupting the Nordic Savings Market
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Ole
Investor: Well-Oiled Growth Engine
Investor AB (1916), a family-run conglomerate with a 17% CAGR over the last 20 years! No wonder it´s being referred to as the Swedish Berkshire. Let´s…
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Ole
4
AIRBNB: Behind Headlines
A famous brand and a controversial company.
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Ole
Shift4: All Pieces in Place
What may seem like a conventional payments terminal operator on the surface, mask a deeper reality - The unlikely transition from payments to an…
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Ole
5
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