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@ArneUlland "Answers such as the one Rainer at $DHR gives here of buybacks is what you want to hear. None of that nonsense about prioritizing growth innovation & lastly a consideration about buybacks if management sees fit. No it's always about allocating capital to the best project"
X Link @ArneUlland 2025-10-22T20:18Z 13.3K followers, 6468 engagements

""Avoid hot stocks in hot industries. Great companies in cold non-growth industries are consistent big winners" - Peter Lynch"
X Link @ArneUlland 2025-11-02T08:55Z 13.3K followers, 51.7K engagements

"@sidecarcap Not all operate in non-growth industries but some stable and boring firms $BRO $ASSAB $INVE $LIN $ATCO $AZO $ADP $BRKB $CNR $DSDVY $FDS $IT $HEI $V $MA $RMS $HGT $KLA $MCO $SPGI $ORLY $OLT $KONE $OTIS $PH $CSU $RSG $ROP $SCI $SYK $TNE $TVK $DHR $TMO $WM"
X Link @ArneUlland 2025-11-02T17:00Z 13.3K followers, XXX engagements

"Watchlist as of now. Priority is just a subjective opinion based on a brief reading about the firms management comments and how much they interest me. Some like Amphenol are partly backlogged due to a surge in stock price. Should I add anything else"
X Link @ArneUlland 2025-08-25T20:21Z 13.3K followers, 42.2K engagements

"@BerkelKip Agree. So either you need growth at XX% and multiple at XX ish or XX% growth and a lower multiple. So in sum potentially not the best deal in the market to say the least despite the sell off"
X Link @ArneUlland 2025-09-23T17:33Z 13.3K followers, 1151 engagements

"Portfolio YTD negative so far 😶🌫Being long serial acquirers & healthcare firms hasnt played out to that well. $CSU $NVO & $DHR are the top X holdings. All trade under my fair value estimation. Cant control the market & whats hot & not so just got to do my thing. Stay safe 🚨"
X Link @ArneUlland 2025-10-04T15:51Z 13.3K followers, 44.7K engagements

"@VishonSingh @eyesigh558 At least people underestimate the complexity of systems talking to each other when the data isn't sorted in a structured manner. Sure we will do most of our tasks (time table project management ordering food for events) in a system like teams/slack but that doesn't hurt $CSU"
X Link @ArneUlland 2025-11-01T14:00Z 13.3K followers, XXX engagements

"I still struggle to find many high-quality companies that could realistically double over the next X years. Most are priced to deliver a 1012% annual return from here but there arent that many real bargains in compounder-land. Any tips"
X Link @ArneUlland 2025-04-06T15:05Z 13.3K followers, 91.4K engagements

"Probably overvalued short term but maybe undervalued long term given Fredriks track record of increasing profitability and delivering 20+% FCFPS growth annually"
X Link @ArneUlland 2025-09-21T11:52Z 13.3K followers, 3349 engagements

"@DalioInvest Good tweet. Can't argue there. Management got several questions on that topic during the call and they did state that it's not about having a weak pipeline but that it's complementary to their current product offering with the goal of taking some more of that 100m-patient TAM"
X Link @ArneUlland 2025-11-06T19:29Z 13.3K followers, XX engagements

"Anyone got access to this Couldnt find it on DNB. $roko trades at P/FCF XX above other serial acquirers. Analysts see XX% FCF growth in 2027. I modeled XX% p.a. 20252030 (LIFCO-level) with exit P/FCF XX XX% return but only if FCF jumps in 2830. Still looks bear to me"
X Link @ArneUlland 2025-09-21T11:48Z 13.3K followers, 10.3K engagements

"Cannot be said often enough as people continuously confuse performance with failure or success in investing: You simply cannot expect to acquire shares of very high-quality companies like $CSU.TO unless there are some challenging narratives that cause people to doubt the story"
X Link @ArneUlland 2025-10-29T21:01Z 13.3K followers, 15.1K engagements

"@FromValue When it comes to AI & assessing risk I do think it's best to ask if the durability remains or not over the long haul. As Dev says for Adobe AI will likely be short-term positive but long-term negative. That's the Q to answer for $CSU. I think they will thrive still (#1 in pf)"
X Link @ArneUlland 2025-11-01T13:36Z 13.3K followers, XXX engagements

"@FromValue But the market is always forward-looking so the fact that the fundamentals havent shown a decline yet (or will they) for $CSU.TO due to AI could turn out badly as its backward-looking data. Got burned thinking this way with $NVO and wont do it again. Just saying"
X Link @ArneUlland 2025-11-01T13:40Z 13.3K followers, XXX engagements

"Not all operate in non-growth industries but some stable and boring firms $BRO $ASSAB $INVE $LIN $ATCO $AZO $ADP $BRKB $CNR $DSDVY $FDS $HEI $V $MA $RMS $HGT $KLA $MCO $SPGI $ORLY $OLT $KONE $OTIS $PH $CSU $RSG $ROP $SCI $SYK $TNE $TVK $DHR $TMO $WM"
X Link @ArneUlland 2025-11-02T17:01Z 13.3K followers, 3254 engagements

"Interesting note from @MorningstarInc about the moat for $CSU.TO VMS firms. In the end of the day it's hard to tell but maybe excess cash as a KPI will be important to keep track of. Notheneless it's all about ability to spend wisely on M&A and find new ventures with roicwacc"
X Link @ArneUlland 2025-11-03T20:17Z 13.3K followers, 7611 engagements