PTKALDO

[PTKALDO @ptkaldo]

Bought Robertet SA & Veidekke

[PTKALDO @ptkaldo]

Portfolio

Jotun 50%
Eiendomsspar 10%
Victoria Eiendom 9%
Alphabet 8%
Wilh. Wilhelmsen 7%
Wallenius Wilhelmsen 6%
Orkla 5%
Veidekke 4%
Div 1%

[PTKALDO @ptkaldo]

Bought, Brunello Cucinelli S.p.A #BCm

[PTKALDO @ptkaldo]

@QualiPetNO 🥰

[PTKALDO @ptkaldo]

@SashInvesting @long_equity Thanks. Actually thought the fwd P/E was way lower

[PTKALDO @ptkaldo]

@SashInvesting @long_equity Is it really that expensive?

[PTKALDO @ptkaldo]

@QualiPetNO 👏

[PTKALDO @ptkaldo]

@berg_bernt Sett noe på Brunello Cucinelli?

[PTKALDO @ptkaldo]

@QualiPetNO 👏

[PTKALDO @ptkaldo]

Bought Wilhelm Wilhelmsen A & Wallenius Wilhelmsen

[PTKALDO @ptkaldo]

@Benif_ch Meaning?

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@berg_bernt Takk for interessant lesning!

[PTKALDO @ptkaldo]

@Holm5Holm ….

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@ArneUlland Robertet S.A,

[PTKALDO @ptkaldo]

@berg_bernt God lesning dette!

[PTKALDO @ptkaldo]

@DutchInvestors I will take a look. Thanks!

[PTKALDO @ptkaldo]

@DutchInvestors Moat and valuation, mostly. Probably many of the same reasons as you highlighted in your podcast😊. Where can I find the deep dive?

[PTKALDO @ptkaldo]

@TihoBrkan Agreed.

[PTKALDO @ptkaldo]

@olvehe 🤪