Ask about details. Make requests for Deep Dives in companies that are well suited for DDs and teaching the P=FxV method. Showcase your own deep dives, and so on.
@Karl-Mikael Syding as Mattias Mellander said Intellego would be intresting but I gues is all about if they succed or not as always. I allso see big value in Nordic Papper to be so "boring company" and would be intresting to see if you find the same.
@Karl-Mikael Syding Thanks for your input about Nordic Papper. What I see is a stable small company that is growing with around 5%/ year. 2-4% organic and then Acquisition on top off that. The company is market leading and have pricing power. It maybe don’t see stable at a first glance but EBIT-margin the last years is. 2017: 14,3% 2018: 12,8% 2019: 15,8% 2020: 14,5% 2021: 10,3% (extreme Energy prices). 2022: 15,2% 2023: 13,9% 2024: 14,0% It is valued to bit over P/E 7. On top off that it has paid dividend 5-10% last 4 years. Now it is new owners 90% of the company (A risk or opportunity ?) and if I understand the prerelease right from yesterday it can be a extra payout of over 20% in 2025. In my book this should be rewarded with higher P/E and if not I probably continue to get quite safe 5-15 off return in growth and dividend. Now the SEK is strong witch is not the best for the business but I believe it is around 2,5% difference on the topline in Q2 compared to Q1 where there did on off there best quarters. It has big energy costs and also on kraft pulp but to me it seems it can balance differences quite fast and take more paid off the customers.