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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 2386 followers, 2873 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 2387 followers, 3168 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


"@grok @Invesquotes @bizalmanac @CJ0pp3l @hurdle_rate @finance_schmidt @evfcfaddict @Secrets4stocks @SharpeShark @SoundDobad @Notbullnorbear @EYECANTFAIL @vwapx @stockdatamarket @FedPrimeRate @SeemaSh46712468 @NationFirst63 @thirumagale @_Us_Together @Mansa_manita @SANJAYPANDA3 @0mysky @RiskyDR_14 @iamnarendranath @MsAnjaliB @Shailen26551703 @DrDeepakKrishn1 @PoonamMishra_ @AMushroof @oodleshappiness @bkabduwal @bellarosa000 @darkxfer @FoxProse @Fizzytwizler @triVVedi @Changedhandle1 @jamilynewriter @GaliciaInvestor @PythiaR @JerryCap @InvEnCalidad @evrgn11112231 @GutierrezCap_"  
![@olensrud Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1067632765.png) [@olensrud](/creator/x/olensrud) on [X](/post/tweet/1946634145909592075) 2025-07-19 18:12:01 UTC 2384 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 2387 followers, XXX engagements


"Time for an update on the conglomerate $EXO.AS I explore how the portfolio has evolved over the years and the risks facing its industrial giants. Interestingly the market seems to have priced these inand some more. For the full analysis follow the link in my bio"  
![@olensrud Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1067632765.png) [@olensrud](/creator/x/olensrud) on [X](/post/tweet/1821531051312767472) 2024-08-08 12:56:59 UTC 2384 followers, 3697 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 2385 followers, XXX engagements


"The most underappreciated aspect about $FOUR is their ability to create market-leading growth in per-share earnings power without taking much part in fast-growing end-markets"  
![@olensrud Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1067632765.png) [@olensrud](/creator/x/olensrud) on [X](/post/tweet/1946203175897256016) 2025-07-18 13:39:30 UTC 2384 followers, XXX engagements


"Payments + Software a strategy $FOUR started on more than a decade ago. Less total costs fewer service calls more ways to create value for end-customers (order hot-dogs from seat) and higher switching costs - whats there not to like"  
![@olensrud Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1067632765.png) [@olensrud](/creator/x/olensrud) on [X](/post/tweet/1939783100117979508) 2025-06-30 20:28:25 UTC 2384 followers, 1581 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 2386 followers, 7262 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 2384 followers, 1834 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 2384 followers, 1073 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


"I dont really watch the newsmaybe I miss something important. But I do enjoy owning pieces of great companies and Im always glad when I can buy more at a lower price than the day before. But oh boy some stocks have gone down a lot. Been adding to $FOUR $GOOG (new) and $INVE. What companies are you looking at now"  
![@olensrud Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1067632765.png) [@olensrud](/creator/x/olensrud) on [X](/post/tweet/1908268286489616414) 2025-04-04 21:19:48 UTC 2384 followers, 2282 engagements