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[@olensrud](/creator/twitter/olensrud)
"Consolidating niche Scandinavian industrials at lower multiples than the listed holdcoare they the gift that keeps on giving for the likes of $LAGR $LFCO and $ADDT It sure seems like the market thinks so. Definitely hard to argue against their track records"  
![@olensrud Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1067632765.png) [@olensrud](/creator/x/olensrud) on [X](/post/tweet/1870959023131893858) 2024-12-22 22:26:06 UTC 2397 followers, 2874 engagements


"$MBB.SE delivered XX% revenue and XX% EBITDA growth for H1 2025. Shares are up X% for the day. Kudos to @MichaelGielkens & Tresor Capital for making us aware of this idea at a time it traded at close to half the price of today. Friedrich Vorwerk still the key driver but also good to see DTS contributing nicely. X writeups available on this hold'co through link in bio"  
![@olensrud Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1067632765.png) [@olensrud](/creator/x/olensrud) on [X](/post/tweet/1948059957955580305) 2025-07-23 16:37:41 UTC 2386 followers, XXX engagements


"Consolidated Operating Income for $INVEA.ST so far last XX months with $AZN and $NDAQ left to report Q2"  
![@olensrud Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1067632765.png) [@olensrud](/creator/x/olensrud) on [X](/post/tweet/1947721828824240207) 2025-07-22 18:14:05 UTC 2397 followers, 3213 engagements


"Eurofins with EPS up XX% helped by X% reduction in basic shares - taking advantage of their low valuation. $ERF Organic sales growth X% EBITDA +7% Acquired XX assets so far in 2025 with 1900 employees & 210m sales. Also continue to buy up previous leased key lab locations expected to finish in 2027. Low return investments but very secure return LT & improves Moat✅"  
![@olensrud Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1067632765.png) [@olensrud](/creator/x/olensrud) on [X](/post/tweet/1947906763258290527) 2025-07-23 06:28:57 UTC 2397 followers, 1240 engagements


"What's the main reason for $EXO.AS NAV discount"  
![@olensrud Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1067632765.png) [@olensrud](/creator/x/olensrud) on [X](/post/tweet/1895407328205099319) 2025-02-28 09:34:56 UTC 2386 followers, 1985 engagements


"In our July 2024 Payments Writeup we highlighted our top X Picks in this vertical. Since then: $ADYEY up XX% $FOUR up XX% $PYPL up XX% $CPAY up XX% Currently writing an update to Shift4 after they completed the acquisition of Global Blue this month"  
![@olensrud Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1067632765.png) [@olensrud](/creator/x/olensrud) on [X](/post/tweet/1947225636109435293) 2025-07-21 09:22:24 UTC 2395 followers, XXX engagements


"@ibinvestorX Counter-cyclical just the way you want. Wonder when they will take up leverage again"  
![@olensrud Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1067632765.png) [@olensrud](/creator/x/olensrud) on [X](/post/tweet/1948335326063210679) 2025-07-24 10:51:54 UTC 2397 followers, XXX engagements


"@Ikkenospes @Masi_capital Definitely would have hoped more of them were counter-cyclical (compensate more for low organic growth with inorganic growth) but probably a lot of reasons behind why few manages this. Not a big fan of Indutrades comments around seeing how things evolve first"  
![@olensrud Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1067632765.png) [@olensrud](/creator/x/olensrud) on [X](/post/tweet/1946154286804611366) 2025-07-18 10:25:14 UTC 2397 followers, XXX engagements


"Had a blast researching "boring" industrial compounders from Scandinavia. Spent a bit too much time on this one but Ive concluded its a great fishing pond to find investment ideas💡 No financial advice. Link in bio for much more 📩 $AME $LFCO $ATCO $MYCR $NCAB $INDT $ADDT"  
![@olensrud Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1067632765.png) [@olensrud](/creator/x/olensrud) on [X](/post/tweet/1794844287353729154) 2024-05-26 21:33:19 UTC 2397 followers, 15.2K engagements


"$ABB Interesting slide from ABB Investors largest holding Plans to spin-off Robotics division will make the reminding ABB group have XX% EBITA margin and XX% ROCE. Not that many industrial companies with that combination. ABB also spun off Accelleron in 2022 Management expect 2025 to deliver mid-single digit top line growth and further EBITA margin improvement + book to bill 1"  
![@olensrud Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1067632765.png) [@olensrud](/creator/x/olensrud) on [X](/post/tweet/1912760282721452396) 2025-04-17 06:49:23 UTC 2392 followers, 7263 engagements


"Patricia Industries with weaker growth than what we are used to for H1 2025. But in constant currency organic growth was X% (-2% FX -X% this quarter). $INVEA.ST Despite earnings growth Total Return was -X% for the quarter due to multiples contracting (based on peers valuation multiples). Nova Biomedical acquisition (merge with Advanced Instruments) was completed after Q2"  
![@olensrud Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1067632765.png) [@olensrud](/creator/x/olensrud) on [X](/post/tweet/1945949171485376889) 2025-07-17 20:50:11 UTC 2397 followers, 1842 engagements


"In our July 2024 Payments Writeup we highlighted our top X Picks in this vertical. Since then: $ADYEY up XX% $FOUR up XX% $PYPL up XX% $CPAY up 25%"  
![@olensrud Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1067632765.png) [@olensrud](/creator/x/olensrud) on [X](/post/tweet/1947236327163887917) 2025-07-21 10:04:52 UTC 2388 followers, 1110 engagements


"Epiroc spun off from Atlas Copco in 2018 - both with exceptional performance since. Both companies key holdings of Investor AB reports tomorrow $ATCO $EPI"  
![@olensrud Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1067632765.png) [@olensrud](/creator/x/olensrud) on [X](/post/tweet/1945946600020296152) 2025-07-17 20:39:58 UTC 2387 followers, 1444 engagements


"@LionCubsFund Price should follow fundamentals long term. Imo fundamentals of the two canadians here have arguably increased close to this much. How do you view this for Lifco / Addtech"  
![@olensrud Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1067632765.png) [@olensrud](/creator/x/olensrud) on [X](/post/tweet/1922301398487589135) 2025-05-13 14:42:22 UTC 2397 followers, XXX engagements