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[@ArneUlland](/creator/twitter/ArneUlland)
"Probably overvalued short term but maybe undervalued long term given Fredriks track record of increasing profitability and delivering 20+% FCFPS growth annually"  
[X Link](https://x.com/ArneUlland/status/1969731461142962680) [@ArneUlland](/creator/x/ArneUlland) 2025-09-21T11:52Z 13.3K followers, 3269 engagements


"@iWard95008698 On one side Fredrik created the structure and mindset that runs through Lifco and was the engineer of many of the acquisitions as well as the sector-agnostic system solution in the sector. Can he recreate Lifco I believe so. The question is just valuation and the premium"  
[X Link](https://x.com/ArneUlland/status/1969742706952855890) [@ArneUlland](/creator/x/ArneUlland) 2025-09-21T12:37Z 13.3K followers, XXX engagements


"When evaluating firms with consistently high ROIC watch whether they have a sustainable moat or a mortgage moat. A mortgage moat involves raising prices excessively to extract maximum value from captive customers. It may work short term but not long term"  
[X Link](https://x.com/ArneUlland/status/1977781404650914130) [@ArneUlland](/creator/x/ArneUlland) 2025-10-13T17:00Z 13.3K followers, 4614 engagements


"Tempted to take a position in monopoly player $HEM before closing as expecations are low going into the report tomorrow. However close to all of my holdings appear undervalued towards fair value & some even towards XX% IRR so won't act (unfortunately). Best of luck @Ikkenospes"  
[X Link](https://x.com/ArneUlland/status/1981004840445886508) [@ArneUlland](/creator/x/ArneUlland) 2025-10-22T14:28Z 13.3K followers, 5407 engagements


"Just picked up this book from @IB_Redeye - Very excited to read this one as Im a regular reader of their Nordic serial acquirers report. Highly recommend it if youre interested in stocks such as Lifco Indutrade or Vitec"  
[X Link](https://x.com/ArneUlland/status/1822725176448237584) [@ArneUlland](/creator/x/ArneUlland) 2024-08-11T20:02Z 13.3K followers, 9099 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](https://x.com/ArneUlland/status/1908898803131854998) [@ArneUlland](/creator/x/ArneUlland) 2025-04-06T15:05Z 13.3K followers, 91.4K engagements


"Still staying away from $LIFCO even after the XX% drop on weak earnings. If it falls another XX% it starts to look more appealing but not yet"  
[X Link](https://x.com/ArneUlland/status/1944662491063087309) [@ArneUlland](/creator/x/ArneUlland) 2025-07-14T07:37Z 13.3K followers, 12.8K 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](https://x.com/ArneUlland/status/1960075154396176401) [@ArneUlland](/creator/x/ArneUlland) 2025-08-25T20:21Z 13.3K followers, 42K 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](https://x.com/ArneUlland/status/1969730557585039760) [@ArneUlland](/creator/x/ArneUlland) 2025-09-21T11:48Z 13.3K followers, 10.1K 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](https://x.com/ArneUlland/status/1970541956041200070) [@ArneUlland](/creator/x/ArneUlland) 2025-09-23T17:33Z 13.3K followers, 1141 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](https://x.com/ArneUlland/status/1974502524674556037) [@ArneUlland](/creator/x/ArneUlland) 2025-10-04T15:51Z 13.3K followers, 44.5K engagements


"@QualityInvest5 Nice Really recommend to hide the cost basis column because it just messes with your head. Best to view any investment based on what lies ahead and not what it used to cost and what it costs now. Anchoring bias will surely fool you here"  
[X Link](https://x.com/ArneUlland/status/1974504780266340812) [@ArneUlland](/creator/x/ArneUlland) 2025-10-04T15:59Z 13.3K followers, XXX engagements


"@SimeonResearch_ Need to do a portfolio update soon man. Excited to see what you own"  
[X Link](https://x.com/ArneUlland/status/1977971531348091236) [@ArneUlland](/creator/x/ArneUlland) 2025-10-14T05:35Z 13.3K followers, 1068 engagements


"@Ikkenospes @Guster___ Agree. I tend to view if from the customers point of view and ask if they really got good alternatives or not. If the customer can choose among various options then no monopoly but if there's only one valid real option then you can say monopoly"  
[X Link](https://x.com/ArneUlland/status/1981019158868554215) [@ArneUlland](/creator/x/ArneUlland) 2025-10-22T15:25Z 13.3K followers, XXX engagements


"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](https://x.com/ArneUlland/status/1981092746707558452) [@ArneUlland](/creator/x/ArneUlland) 2025-10-22T20:18Z 13.3K followers, 5612 engagements