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 dive into what lies beneath this giant
Really enjoyed this analysis thanks. Looking at the directors’ holdings and around this generally, I can’t work out if A or B shares are better for a retail investor (I’m not interested in voting rights particularly). Is there a better reason to own A shares in your view? Thanks again for the article
I own both of them. I do believe there is more trading volume in B shares, but would probably need to be a big whale to have problems getting A shares. Wallenberg Foundation has majority votes, so they run the show either way.
I just buy the cheapest of the two. Not financial advice.
Really enjoyed this analysis thanks. Looking at the directors’ holdings and around this generally, I can’t work out if A or B shares are better for a retail investor (I’m not interested in voting rights particularly). Is there a better reason to own A shares in your view? Thanks again for the article
Perfect thanks - will probably plump for A. Will check back in 10 years 🛒!!
Yes! Will likely do more updates on Investor along the way, as it’s almost my biggest position. Cheers
Hi, thanks a lot!
I own both of them. I do believe there is more trading volume in B shares, but would probably need to be a big whale to have problems getting A shares. Wallenberg Foundation has majority votes, so they run the show either way.
I just buy the cheapest of the two. Not financial advice.
Do you have a sum of parts analysis?