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Yuri's avatar

Thanks for the write up! The company seems to be worth having a deeper look.

Have you checked Nordic Transport Group? Same business model, serial acquirer (hence faster growth), a decentralized org structure and large insider ownership. Probably too expensive now, but I like the business quality, so watching it closely.

Here is my write up on NTG: https://equitysearch.substack.com/p/nordic-transport-group-an-efficient

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Sandrine Sabatier's avatar

Merci de trouver des joyaux de petites entreprises et merci pour toutes ces magnifiques analyses très claires et bien structurées.

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