A European Serial Acquirer in the Nordic façade renovation market
Some investment ideas and main portfolio changes
Distribution moat and recurring sales in the pool industry
Interview with Javier Acción, founder of Acción Inversiones.
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The technical installation industry, decentralized structure and room for reinvestment
2021 recap and updated portfolio to face 2022
Luxury, distribution network and electric vehicle
Some investment ideas and main portfolio changes
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Finding Moats International, Investment Research Service