Sweden has produced the world's greatest concentration of acquisition-driven compounders. Idun is the most aligned of the emerging generation, and right now it is under-earning. I have a position.
Thank you, interesting article. I like your investment idea, especially the management alignment with shareholders is great to see. I might be interested in buying at lower prices myself. Currently there are some other options with potential higher upside out there, that’s the only regret with the setup for me.
Hi Value Junkie, you’re welcome. I really did appreciate your article.
I am currently working on my first full article on Substack, it is about one of the best of the other setups I mentioned. You can read it without paywall (at least the major part of it, you’ll get the full picture and company name) once I post it. After that I am planning on writing more articles about the other setups, however they will be for paid subscribers for the most part.
I would love to get your feedback on the idea once it is online.
I also like Idun, and have followed them a while. I am looking to buy it around 300. One last thing I need to get past before I can pull the trigger however.
Do you have any thoughts about the quite substantial dilution which occurred in 2024? Shares outstanding went from 10.6 to 11.5 million. Directly before the dilution, the CIO sold 1/4 of his stake. The timing was not a good look, and I initially viewed the stock as a no-go for me. However, I do like the shareholder alignment in general.
Thank you, interesting article. I like your investment idea, especially the management alignment with shareholders is great to see. I might be interested in buying at lower prices myself. Currently there are some other options with potential higher upside out there, that’s the only regret with the setup for me.
Thanks, much appreciated.
Interested in those other options if you can share them!
Hi Value Junkie, you’re welcome. I really did appreciate your article.
I am currently working on my first full article on Substack, it is about one of the best of the other setups I mentioned. You can read it without paywall (at least the major part of it, you’ll get the full picture and company name) once I post it. After that I am planning on writing more articles about the other setups, however they will be for paid subscribers for the most part.
I would love to get your feedback on the idea once it is online.
I also like Idun, and have followed them a while. I am looking to buy it around 300. One last thing I need to get past before I can pull the trigger however.
Do you have any thoughts about the quite substantial dilution which occurred in 2024? Shares outstanding went from 10.6 to 11.5 million. Directly before the dilution, the CIO sold 1/4 of his stake. The timing was not a good look, and I initially viewed the stock as a no-go for me. However, I do like the shareholder alignment in general.
Curious as to your thoughts. Thanks.