The Gemini Brief - Investment Deep Dives

Investment Analysis: Lagercrantz Group AB (publ) (LAGR-B.ST)


Listen Later

Executive Summary & Investment Thesis Lagercrantz Group AB (Lagercrantz) represents a high-quality, long-term compounder, differentiated by a deeply ingrained decentralized culture and a disciplined “buy-and-build” M&A model. The investment case is built on three core pillars: The Group’s financial track record is a testament to this model, having delivered 15 consecutive years of record earnings […]
...more
View all episodesView all episodes
Download on the App Store

The Gemini Brief - Investment Deep DivesBy Lukasz Tomicki and LRT Capital Management LLC