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hurricap.bsky.social
Business Analysis & Investing
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🎯 youtu.be/T_ZUhnv1Qqw?...

Sid. 45 i prospektet: "Per 31 december 2024 representerade de tvingande köp- och säljoptionerna 25,9 procent av Koncernens EBITA. Det är sannolikt att Rökos procentuella ägande i de lokala dotterföretagen kommer att öka över tid och på sikt... i snitt kommer att representera cirka 15 procent..."

Läsken och popcornen redo. Hoppas på en bra serie. www.svtplay.se/stenbeck-1

Protean Funds’ philosophy: “We manage capital the way we want our own capital to be managed.”

Next question: Based on this fact, how do you come up with a value per share for Röko based on the information provided in the annual report and the prospectus? Does anyone know? I do not ATM.

About Röko: Why don't they account for any non-controlling interest in the P&L given that they don't own 100% of their subsidiaries (they have contrats to acquire the remaining shares in each one if I understand correctly)? NCI in P&L is zero. Just trying to understand IFRS here.

The more I learn about Röko, the more I like it.

”Common yardsticks such as dividend yield, the ratio of price to earnings or to book value, and even growth rates have nothing to do with valuation except to the extent they provide clues to the amount and timing of cash flows into and from the business.” — Warren Buffett

“Price is what you pay, value is what you get.” — Warren Buffett

“You pay a very high price in the stock market for a cheery consensus.” — Warren Buffett