[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  The Compounding Tortoise [@CompTortoise](/creator/twitter/CompTortoise) on x 8647 followers Created: 2025-06-04 08:41:17 UTC New acquisition for Lifco in the Netherlands, bringing total YTD capital deployment to an estimated 800M SEK. I've got XXX billion SEK for the whole FY25, meaning that 2H should be strong (similar to last year). Including organic growth, I expect yearly EBITA growth rates for Lifco are expected to come down to 9/10-ish percent. The below graph (excerpt from our deep dive and recaps) shows that we're coming off much higher growth rates. Yet, the stock's trading at an all-time high valuation (or at least close, like in 2021) with incremental returns coming down as we've lapped through an impressive margin expansion cycle (both through organic and M&A activity). Nothing to suggest that Lifco's operating model has weakened, it's just relative to prior performance. I smell a significant expectations treadmill here :) It was significantly undervalued, but today, investors are extrapolating last years' incredible ROIICs and reinvestment rate $LIFCO  XXXXX engagements  **Related Topics** [netherlands](/topic/netherlands) [$lifcobst](/topic/$lifcobst) [acquisition](/topic/acquisition) [Post Link](https://x.com/CompTortoise/status/1930183061125083206)
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The Compounding Tortoise @CompTortoise on x 8647 followers
Created: 2025-06-04 08:41:17 UTC
New acquisition for Lifco in the Netherlands, bringing total YTD capital deployment to an estimated 800M SEK. I've got XXX billion SEK for the whole FY25, meaning that 2H should be strong (similar to last year).
Including organic growth, I expect yearly EBITA growth rates for Lifco are expected to come down to 9/10-ish percent.
The below graph (excerpt from our deep dive and recaps) shows that we're coming off much higher growth rates. Yet, the stock's trading at an all-time high valuation (or at least close, like in 2021) with incremental returns coming down as we've lapped through an impressive margin expansion cycle (both through organic and M&A activity). Nothing to suggest that Lifco's operating model has weakened, it's just relative to prior performance.
I smell a significant expectations treadmill here :) It was significantly undervalued, but today, investors are extrapolating last years' incredible ROIICs and reinvestment rate $LIFCO
XXXXX engagements
Related Topics netherlands $lifcobst acquisition