Teqnion AB - $TEQ.ST

Teqnion AB - $TEQ.ST

Teqnion is a small serial acquirer from Sweden. They have experienced difficulties on a subsidiary level for quite some years. Management has even made som mistakes regarding capital deployment as well as some governance issues.

Despite these concerns, I believe in a strong incremental return on capital of around 15%. The reinvestment rate sits at 100%, and corresponds to a shareholder CAGR of 15% if the multiple stays flat. This may be an opportunity to get in on a long term compounder in its absolute infancy, if you can stomach the risks.

Not financial advice.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(39)

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
aftenbladet-intervjuer
rss-skravla-gar
finansredaksjonen
rss-pa-konto
pengepodden-2
utbytte
livet-pa-veien-med-jan-erik-larssen
tid-er-penger-en-podcast-med-peter-warren
morgenkaffen-med-finansavisen
lederpodden
liberal-halvtime
pengesnakk
okonomiamatorene
rss-politisk-preik