Nordic Compounding

[Jonas Fremming @JFremming]

Fint å se litt attention på Terranor med IoC fra SB1 Markets og en video fra DNBC i dag: https://t.co/BazZPhEYig

På mine tall (som ligger relativt in line med guidance) får jeg følgende multipler. Dette for et selskap med lange 4-6 års kontrakter mot staten der man bør ha bra visibilitet både på inntekter og margin. Her bør det også bli 100% payout ratio, så ikke langt unna dagens aksjekurs bare i utbytte de neste tre årene. Bør vel være M&A kandidat også?

Ekstremt billig selskap posisjonert mot økt fokus på veivedlikehold i Sverige (48% økt budsjett) i en svært gunstig konkurransesituasjon (i snitt kun 3 bud per kontrakt på 2026 tendersesongen med 20% prisvekst i snitt...) og top 3 aktører med 90% markedsandel.

[Sarvesh Shrivastava @bloggersarvesh]

keep calling me crazy...but I will keep repeating this..

Claude + SEO is going to make more businesses millionaires in 2026 than crypto ever did.

don’t bookmark this if it crosses your timeline.

Just paste this entire thing into Claude.

thank me later.

[Leonard Rodman @RodmanAi]

After 3 years of using Claude, I can say it’s the technology that has revolutionized my life.

Here are 10 prompts I use daily that have transformed my day-to-day life and could do the same for you:
(save this)

[PrivateEquityGuy (Mikk Markus) @PrivatEquityGuy]

I asked for great private equity, M&A, and dealmaking books.

What else would you suggest?

[Dividendology @dividendology]

This is funny.

What if you invested in the S&P 500 every time CNBC had a "Markets in Turmoil" special?

Well... your average return after one year would be 40%, with a 100% success rate.

[Compounding Quality @QCompounding]

The best slide deck ever?

J.P. Morgan's 'Guide to the Markets'

Here are the top 10 charts every investor should see right now.

[Nordic Compounding @NorCompounding]

@Th__Nielsen Har du vurdert Olvi? Bør screene relativt bra i modellen din

[Gregory Blotnick @gregoryblotnick]

https://t.co/HQTMoye8xC

[Nordic Compounding @NorCompounding]

$DEDI
- Price per share: SEK 47
- Expected earnings 25E-26E per share: SEK 7.8-9.0
- Cash adjusted P/E 2025-2026E: 4x-3.6x
- Is the market overreacting to political risk in Dedicare? Has fear outpaced fundamentals? Structural demand should outlast political noise in the long run

[Barchart @Barchart]

POTENTIAL WARNING 🚨: S&P 500 CAPE Ratio hits 3rd highest level in history

[Nordic Compounding @NorCompounding]

@paulswaney3 Thank you!

[Nordic Compounding @NorCompounding]

@LasseRydgren @KvammeSteffen Hvor har du P/E på 3,2 fra? Snitt EPS 2025E ligger på 15,71 som gi en P/E på 8,4

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Another fresh 24-year low in the S&P 500 equity risk premium

(SPX earnings yield minus the 10yr TIPS yield)

[Wasteland Capital @ecommerceshares]

In case you weren’t aware, S&P500 EPS growth outside the Mag 7 has been AWFUL for many quarters now. Last 6 quarters was all about the Mag 7, and that’s why they have outperformed (after the ‘22 Mag 7 clown-show).

Into ‘25, an ex-Mag 7 EPS catch-up may be a key market driver.

[modest proposal @modestproposal1]

Goldman strategists calculate a 72% probability that 10 year treasuries outperform the S&P 500 over the next decade

[Andy @evfcfaddict]

1/4
The 5 most important valuation graphs from JP Morgan Q3 Guide to the markets:

S&P 500:
- expensive, even without MAG7
- Weight of top10 highest since 1995
- 5Y Forward returns historically very low with the current starting valuation

[Invest In Assets 📈 @InvestInAssets]

ROIC - The underappreciated variable in valuation:

[PrivateEquityGuy (Mikk Markus) @PrivatEquityGuy]

Dear investor,

If 30%+ IRR is your dream…stop everything and listen to this.

Here's the secret to success from Uni of Wharton:

„If I could come back (after death) I probably come back as a roll up specialist.

Because some of the wealthiest people in the world did roll ups.“

[Invest In Assets 📈 @InvestInAssets]

Warren Buffett parameters:

[Dhaval (Investment Books) @InvestmentBook1]

The Best Page I read on Business Valuation