What do you think of the UN?
I don't think a price/cash flow of 15.5 is expensive, but there's probably not much room for multiple expansion. According to the UN, the target is 5-7% annual growth until 2030. Add to that around 3% dividend.
I.e. the UN would yield 8-10% per year (assuming the valuation remains the same). I'm considering whether the individual share risk pays off if the profit expectation is in the range of the MSCI World 😅
