Thanks for the introduction. I quite like it at first glance. Double-digit earnings growth with a low PEG is always good. If the 200-day line is crossed on the chart, you could get in
@Max095 I have already invested in Vertiv $VRT. And there was the news that Amazon is now using its own cooling systems. The question is to what extent this will also affect your imagined Swedish company
@Max095 I really like it. Also as a long-term investment. Profits will increase substantially over the next few years. Free cash flow will even double. As a result, the P/E ratio falls to fair valuations. Even undervalued according to the share finder. A negative point would be the EbiT margin of approx. 11%, which is almost twice as high at Vertiv.
@Max095 rather negative for $VRT and the US companies involved in refrigeration. I don't believe that $AMZN has yet counted a Swedish company among its suppliers.