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Investor AB - Part II
Unpacking a 20% 10-year CAGR
 • 
Ole

September 2024

Serial Acquirers - The Generalists
Translating wisdom from REQ Capital into screening the field
 • 
Ole
4

August 2024

MBB SE
Family-owned Industrial Holding Company. 20year CAGR of 11% at 5x EV/EBITDA
 • 
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?
 • 
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
 • 
Ole
 and 
Learning To Grow

July 2024

Payment Providers
Exploring Investment Opportunities in the Competitive Payments Landscape
 • 
Ole

May 2024

Scandinavian Industrial Compounders
A top-down perspective on a group of scandinavian industrials having achieved a 7-year CAGR of 22%
 • 
Ole

April 2024

Bouvet: Sleeping Compounder
Norwegian consultancy w/ 27% 10-y CAGR, despite being flat for the last 3.
 • 
Ole
Shift4: Time for Weighing
Rejection of Takeover Bids. Opportunity to Reevaluate Fundamentals
 • 
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"
 • 
Ole

February 2024

Nordnet
Disrupting the Nordic Savings Market
 • 
Ole

January 2024

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