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[@olensrud](/creator/twitter/olensrud)
"$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"  
[X Link](https://x.com/olensrud/status/1912760282721452396) [@olensrud](/creator/x/olensrud) 2025-04-17T06:49Z 2555 followers, 7692 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"  
[X Link](https://x.com/olensrud/status/1945946600020296152) [@olensrud](/creator/x/olensrud) 2025-07-17T20:39Z 2555 followers, 2026 engagements


"The more I look into $BN the more scared I become of how good marketers they are. So many example of them being super aggressive in their presentations but guess the track-record speak for itself"  
[X Link](https://x.com/olensrud/status/1970711050556506147) [@olensrud](/creator/x/olensrud) 2025-09-24T04:45Z 2555 followers, 7279 engagements


"$INVEB.ST reported Q3 today. NAV at XXXXX billion SEK at the end of the quarter with a XX% discount. During the first X weeks of October NAV is up X% while the discount has narrowed to 10%"  
[X Link](https://x.com/olensrud/status/1978726730471752141) [@olensrud](/creator/x/olensrud) 2025-10-16T07:36Z 2555 followers, 4173 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"  
[X Link](https://x.com/olensrud/status/1821531051312767472) [@olensrud](/creator/x/olensrud) 2024-08-08T12:56Z 2552 followers, 3725 engagements


"Some highlights from my recent writeup of $EXO.AS. 1) Exors portfolio today is quite diversified but importantly most cashflows come from their Industrial roots from the old FIAT group (Stellantis CNH & Iveco)"  
[X Link](https://x.com/olensrud/status/1821844940248273370) [@olensrud](/creator/x/olensrud) 2024-08-09T09:44Z 2552 followers, 27.5K engagements


"Another incredible quarter by $MEDI Stock up XX% today We covered why Medistim remains one of our top ideas in our last writeup (2nd picture)"  
[X Link](https://x.com/olensrud/status/1958115892354822204) [@olensrud](/creator/x/olensrud) 2025-08-20T10:36Z 2552 followers, 1437 engagements


"Our August Monthly Letter is live A single owner behind several names that appeared in our Industrial Quality Screen last month caught our attention $CEVI $DEMANT $REG Also covering our own portfolio moves"  
[X Link](https://x.com/olensrud/status/1958969352063213594) [@olensrud](/creator/x/olensrud) 2025-08-22T19:07Z 2552 followers, 3321 engagements


"We took a look into the Life Science world with Eurofins Scientific $ERF What surprised us was seeing their track-record of counter-cyclical capital allocation including XXX acquisitions and more currently investments into real estate and their own stock. The same stock they issued a couple years ago at twice the multiples"  
[X Link](https://x.com/olensrud/status/1973772538124939322) [@olensrud](/creator/x/olensrud) 2025-10-02T15:30Z 2552 followers, 2676 engagements


"@CoalemusGuy @Sempiterno_Inv would be the man to answer. Still doing due diligence on it myself but headline figures look outstanding"  
[X Link](https://x.com/olensrud/status/1978917504509419532) [@olensrud](/creator/x/olensrud) 2025-10-16T20:14Z 2552 followers, XXX engagements


"@borspicker Business as usual helt ok rapport. Litt skuffende vekst i Patricia men mye pga valuta"  
[X Link](https://x.com/olensrud/status/1979052428474343508) [@olensrud](/creator/x/olensrud) 2025-10-17T05:10Z 2552 followers, XXX engagements