Business Writeup

Investor AB - Part II

Unpacking a 20% 10-year CAGR

Oct 12 •

Family-owned Industrial Holding Company. 20year CAGR of 11% at 5x EV/EBITDA

Aug 18 •

From Ferrari's Prestige to Philips' Turnaround: What Lies Ahead for This Family-Driven Industrial Holding in the Next Decade?

Aug 8 •

Paradox Interactive

Collaboration w/ Learning To Grow. With PDX stock at a 5-year low, we dissect whether it could be an opportunity

Aug 6 •

and

Learning To Grow

Bouvet: Sleeping Compounder

Norwegian consultancy w/ 27% 10-y CAGR, despite being flat for the last 3.

Apr 23 •

Shift4: Time for Weighing

Rejection of Takeover Bids. Opportunity to Reevaluate Fundamentals

Apr 7 •

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"

Apr 1 •

Disrupting the Nordic Savings Market

Feb 1 •

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…

Jan 22 •

AIRBNB: Behind Headlines

A famous brand and a controversial company.

Nov 30, 2023 •

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…

Nov 13, 2023 •

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