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"$FERG is by the way trading at a P/E ratio twice that of $AOJ. For warehouse automation Ferguson seems to rely on AutoStore which for many products is quite a slow automation. A&O Johansen only uses AutoStore for clothing where AutoStore makes sense. Cuby shuttles for speed"
X Link @balkemyr 2025-10-15T08:32Z XXX followers, XXX engagements
"If @tom_peters is still "In Search of Excellence" (best business book ever) he should have a look at A&O Johansen $AOJ which is a Danish Ferguson $FERG. Everything that A&O Johansen does is top-notch like hiring one of the very best cyber security Danes"
X Link @balkemyr 2025-10-15T08:21Z XXX followers, XXX engagements
"$AOJ is step by step taking over the Danish market for plumbing. Dahl (= Saint Gobain Distr. DK $SGO.PA) and Lemvigh-Mller seem to lose market shares. Ahlsell gave up after trying from scratch 1999-2009 but bought Sanistl in 2022. Still no success"
X Link @balkemyr 2025-08-21T09:17Z XXX followers, 1110 engagements
"31/5/24 ytd XXX% (94% after tax) X Cash $DR.TO $DUR.AX $BBW.SI $ALWEC.PA $GM.MI $ERIC $AOJ $ODET.PA $SUP.L $IMB.AX $IVFH $FTLF $EBRO.MC $JAKK $ALPM.PA $CA.PA $9364.T $3679.T $PVN.MI $PLX.PA $COM.MI $AAD.DE $EVS.BR $BHU.SI $CEV.HM $MGS.MI Basket (9845/3765/6864/7122/9312)"
X Link @evfcfaddict 2024-05-31T10:28Z 16.3K followers, 12.5K engagements