LINC - Lund University Finance Society

Reports shouldn't be seen as recommendations or advice and only reflect the analysts' own opinions.
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[LINC - Lund University Finance Society @linclund]

Earlier this week, we were pleased to welcome Chris Wright, Portfolio Manager at @brockmiltoncap, to Lund for an engaging guest lecture.

The session provided our members with valuable insights into the professional roles of portfolio managers and analysts, with a particular focus on fundamental company analysis and the strategic considerations involved in constructing analytical models. The discussion also covered several practical investment cases, bridging the gap between theoretical frameworks and real-world application.

We would like to extend our gratitude to Chris Wright and @brockmiltoncap for sharing their expertise and contributing to the professional development of our members.

[BodenPJ @BodenPJ]

Helgens bästa läsning om de unga och kommande från @linclund och liknande klubbar! Jag fick själv hjälp av legenden Richard Nilsson som var med och grundade LINC nere i Lund när jag skulle på mina första intervjuer, ovärderligt! @siwers

[LINC - Lund University Finance Society @linclund]

In this pitch deck, analysts Torkel Johansson and William Voldseth present the investment case for XPEL Inc $XPEL, a market leader in automotive surface protection.

The full pitch deck is available here: https://t.co/AUgKTVAP2v

[LINC - Lund University Finance Society @linclund]

In this pitch deck, analysts Rahil Hussain and Joel Persson present a comprehensive analysis of NCR Atleos $NATL, a leading global provider of ATM infrastructure and managed services following its spin-off from NCR Voyix.

Press the link to have a look: https://t.co/Vg5ZAuLPfb

[LINC - Lund University Finance Society @linclund]

In this pitch deck, analysts Christian Carlsson, Gabriel Koorits, and Konrad Fransson present the investment case for GCI Liberty $GLIBK. Following the Liberty Broadband spin-off, GCI has entered public markets with what the analysts view as a rare technical-driven mispricing.

Press the link to have a look: https://t.co/6Z8frIvzDr

[LINC - Lund University Finance Society @linclund]

In this pitch deck, analysts Adam Orvegård and Elvira Husén present the investment case for Lululemon Athletica $LULU, a global premium activewear brand with industry-leading margins and customer loyalty.

The full pitch deck is available here: https://t.co/7wQrrGlJke

[LINC - Lund University Finance Society @linclund]

In this pitch deck, analysts Oscar Persson and Erik Månsson present a comprehensive buyout consideration of Embellence Group $EMBELL, a leading Nordic House of Brands within premium wallpaper, textiles, and rugs.

Press the link to have a look: https://t.co/q7x1kuIwqL

[LINC - Lund University Finance Society @linclund]

In this pitch deck, analysts August Wrigfors and Anton Andersson present a comprehensive evaluation of Synsam $SYNSAM, a leading Nordic optical retailer with clear potential under private ownership.

The pitch deck is available here: https://t.co/97qBjscPPh

[LINC - Lund University Finance Society @linclund]

In this pitch deck, analysts Gabriel Widsén and Hugo Bogren present an investment case of Openlane $OPLN, a leading digital B2B marketplace for used vehicles.

Press the link to have a look: https://t.co/UHdVRD8JOh

[LINC - Lund University Finance Society @linclund]

In this pitch deck, analysts Calle Alm-Ramberg, Vilmer Karlsson Ahlborg, and Mandy Sy present a comprehensive investment assessment of ME Group $MEGP, a UK based provider of automated self-service equipment.

The full pitch deck is available here: https://t.co/hlPd0KrD26

[LINC - Lund University Finance Society @linclund]

In this pitch deck, analysts Gustav Wisenius, Gustav Bartholdsson, and Oscar Isacsson present the investment case for B&M European Value Retail $BME, the UK’s leading discount retailer.

The full pitch deck is available here:
https://t.co/onEdNtbuO0

[LINC - Lund University Finance Society @linclund]

In this pitch deck, analysts Adam Bursic, Albin Pehrson, and Cheng-Tao Lee present a compelling investment case on ACM Research $ACMR, which is set to benefit from the U.S.–China chip war.

Press the link to have a look:
https://t.co/E1uiL6cbeB

[LINC - Lund University Finance Society @linclund]

In this pitch deck, analysts Mikael Bamberg, Jacob Blomberg Persson, and Tom Henriksson present an in-depth analysis of United Parks and Resorts $PRKS, a U.S. based operator of 12 regional theme parks.

The pitch-deck is available here:
https://t.co/RdMcUEYE5O

[LINC - Lund University Finance Society @linclund]

In this equity research report, analysts Adam Orvegård and Vilmer Ahlborg analyze Kjell Group $KJELL, a Swedish retailer of consumer electronics accessories.

Press the link to see the full report:
https://t.co/H2lJZAc0ZK

[LINC - Lund University Finance Society @linclund]

In this fundamental analysis, analysts Erik Månsson and Torkel Johansson take a closer look at WindowMaster A/S $WMA, a Danish provider of natural ventilation and smoke control solutions.

Press the link to have a look:
https://t.co/HmrCtQfpPk

[LINC - Lund University Finance Society @linclund]

In this equity research report, analysts Gabriel Widsén and William Beer examine Apetit Oyj $APETIT, one of the market leaders in the Finnish frozen food industry.

The full report is available here:
https://t.co/OuFFX9dIDE

[LINC - Lund University Finance Society @linclund]

In this equity research report, analysts Anton Andersson and Nils Annborn takes a closer look at Carasent $CARA, a Nordic provider of modern electronic health record systems.

Press the link to have a look: https://t.co/heO8dPJkEk

[LINC - Lund University Finance Society @linclund]

In this equity research report, analysts Hugo Bogren and August Wigfors provide an in-depth analysis of Oriola Corporation $ORIOLA, a pharmaceutical distributor operating in the regulated markets of Sweden and Finland.

Press the link to have a look:
https://t.co/vi9Ze3Cz8R

[LINC - Lund University Finance Society @linclund]

In this equity research report, Analysts Gabriel Koorits and Mandy Sy take a closer look at ITAB Shop Concept AB $ITAB, a European market leader in in-store solutions and retail technology.

Take a look by pressing the link:
https://t.co/htOCwNFU30