Best in class M&A compounder
A good write-up introducing of one the highest-rated Swedish serial acquirer stock market darlings of recent years.
(Being value-biased I would agree with the more conservative valuation conclusion.)
Look forward to more Nordic write-ups from Markus Olsson's new Substack!
have you looked at Instalco? A writeup would be great. The valuation looks compelling at this juncture.