Andreas Skogan

[Andreas Skogan @AndreasSkogan]

@nicklasiva71393 don't quit your day job

[Andreas Skogan @AndreasSkogan]

@ogge_lito Leasing makes regular Enterprise Value calculation a little more difficult. I use cash flow EPS myself

[Andreas Skogan @AndreasSkogan]

@gratefultrader Surgical science, $sus. Uplisting muliggjør buybacks og selskapet har levert over forventning. Burde være long runway med rerating

[Andreas Skogan @AndreasSkogan]

@Daniel_OptiRate Sett på Academedia? samme story bare halv pris

[Andreas Skogan @AndreasSkogan]

@unfixed_income Regardig who's buying Academedia: https://t.co/94ITvpcF1T

[Andreas Skogan @AndreasSkogan]

@unfixed_income @RemindMeBot Having a kindergarden spot is a right by law since 2013 and "Nationwide, the average percentage of children under three years old in formal day care in Germany is 37.4%. Eastern states reaching well over 50%, while western German states sit closer to 33%"

[Andreas Skogan @AndreasSkogan]

@unfixed_income @RemindMeBot What I've read and what the management says indicate strong momentum and new establishments are full within 12 months. I guess you know the German market better than me but for what I've read Academedias exposure in Germany seems quite fine: "https://t.co/LKO53lfAX8"

[Andreas Skogan @AndreasSkogan]

@unfixed_income @RemindMeBot Looking forward, completed M&A and the Germany expansion is included in the numbers, you will see (or not) growth in adult and pre-school segment. 766 MSEK in EBITAL vs todays EV fwd of approx 10MRDSEK

[Andreas Skogan @AndreasSkogan]

@ung_investor har du sett på Surgical Science Sweden som et potensiell bet på samme trend?

[Andreas Skogan @AndreasSkogan]

@Th__Nielsen @oyvtve Ledelsen i Pandora burde ha peiling og vil nok ikke ødelegge merkevaren ved å levere lav kvalitet

[Andreas Skogan @AndreasSkogan]

@Th__Nielsen I tillegg har de krav på tilbakebetaling av toll til usa + ny tollsats er 15% mot 19-20% tidligere.

[Andreas Skogan @AndreasSkogan]

@F_Compounders Academedia check all

[Andreas Skogan @AndreasSkogan]

@Skolinkvisition @nielspaarup Vurdering av et selskaps lønnsomhet kun ved en regnskapsmessig margin blir feil. Dagligvarekjedene har noen få prosent margin men viktigere høy avkastning på kapitalen (ROCE). Avkastningen på kapitalen i academedia er 14% mens Scania har 31% ROCE i 2024.

[Andreas Skogan @AndreasSkogan]

@SmabolagUTG The share is massively undervalued due to political risk in their school segments. At the current valuation you only pay for kindergarden and adult education and get the school segments for free (the school segments stands for 60% of revenue).

[Andreas Skogan @AndreasSkogan]

@SmabolagUTG Academedia

[Andreas Skogan @AndreasSkogan]

@grok @xIsraelExposedx @COLRICHARDKEMP @grok so 130 newborns every day for the duration of the war is how many? And if you add those to the killed during war, haven’t the Palestinian population increased?

[Andreas Skogan @AndreasSkogan]

@grok @xIsraelExposedx @COLRICHARDKEMP @grok is there no newborns during the war?

[Andreas Skogan @AndreasSkogan]

@GarboPunkt @SimeonResearch_ economy as private schools often are more cost effective, better run, better results, than public schools

[Andreas Skogan @AndreasSkogan]

@GarboPunkt @SimeonResearch_ The public seem to enjoy private education as the kids, their parents as well as the teachers are more happy with private schools compared to public schools. Should also be noted that Sweden kids are on top in Scandinavia measured on international tests. It’s also a question on