Business Writeup

Nordnet - 2025 Update

Stock up 50% since last writeup, what's next?

Jul 1 •

A closer look at the Top-Ranked Company in the Serial Acquirer Sector Writeup

Apr 30 •

MBB - 2024 Update

Follow-up on a German company up 50% YTD, having now multiplied sales by 28x since it's public listing in 2006, with less and less shares outstanding.

Apr 11 •

Shift4 - Investor Day Update

Insights from Investor Day, Global Blue Acquisition, and Founder leave for NASA

Feb 23 •

Investor AB - 2024 Update

Shareprice +25%. Underlying profits +12.5%.

Feb 7 •

Niche Swedish Industrial with 30% ROCE, 10x PE (2025) & growth tailwinds.

Jan 20 •

The (good) Leftovers of an Industrial Giant

Nov 29, 2024 •

Investor AB - Part II

Unpacking a 20% 10-year CAGR

Oct 12, 2024 •

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

Aug 18, 2024 •

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

Aug 8, 2024 •

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, 2024 •

and

Bouvet: Sleeping Compounder

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

Apr 23, 2024 •

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