This stock resembles Charlie Munger’s 2001 Tenneco investment that made him 8x his money 0.07x price-to-sales, 30% normalized and growing FCF yield, strips assets to pay down debt.
Elevatorvirksomheder Om elevatoroligopolet, det gyldne servicemarked, densitetsøkonomi, driftskapitalfordele, innovation, Kina og smarte elevatorer.