Fundamental Analyses, Contrarian Cashflows

Contrarian Cashflows

Fundamental Analyses

The purpose of Contrarian Cashflows is to document my investment research and share it with everyone who is interested in value investing. My long term aspiration for Contrarian Cashflows is to become a platform for professional investors and serious amateurs where they can get inspiration and discuss investing-related topics.
I plan to publish one company deep dive per month that is guided by my investment approach. All information I use for my write-ups is publicly available and most of the time directly sourced from public filings issued by the respective companies. To guarantee maximum transparency, for every post I provide a list of all used sources in the resources section.
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Equity Bottom-Up

<ul>
<li>I recently had a conversation with a close friend and fellow investor, during which he shared his current research interest in the dollar store concept.</li>
<li>He emphasized that this business model aligns with criteria conducive to long-term shareholder returns.</li>
<li>Given the scarce presence of dollar stores in Germany, primarily due to socioeconomic factors, I sought clarification on the underlying concept from him.</li>
</ul>


I recently had a conversation with a close friend and fellow investor, during which he shared his current research interest in the dollar store concept.
He emphasized that this business model aligns with criteria conducive to long-term shareholder returns.
Given the scarce presence of dollar stores in Germany, primarily due to socioeconomic factors, I sought clarification on the underlying concept from him.


<ul><li>Lindbergh Spa operates a sophisticated digital platform model for logistics and engineering services within the Italian and French MRO (Maintenance, Repair, and Operations) market.</li><li>This approach not only supports strong operating margins but also provides value-added services in an industry typically marked by commoditization.</li><li>Distinguishing itself as the sole competitor with such a differentiated business model, Lindbergh faces formidable barriers to entry.</li></ul>

Lindbergh Spa operates a sophisticated digital platform model for logistics and engineering services within the Italian and French MRO (Maintenance, Repair, and Operations) market.This approach not only supports strong operating margins but also provides value-added services in an industry typically marked by commoditization.Distinguishing itself as the sole competitor with such a differentiated business model, Lindbergh faces formidable barriers to entry.

Lindbergh Spa:Revolutionizing MRO Markets Through Platform-Based Logistics and Engineering

Italy

Lindbergh S.p.A. provides a technology platform for value-added services turned to field operations management. The Company offers disposal of waste, spare parts delivery, returns management and repair, PPE supply, washing of work clothes, check tools, and other services. Lindbergh serves clients in Italy and France.

Lindbergh SpA (LDB IM)

Portfolio Update: March 2024

I recently had a conversation with a close friend and fellow investor, during which he shared his current research interest in the dollar store...

Contrarian Cashflows

Lindbergh Spa:Revolutionizing MRO Markets Through Platform-Based Logistics and Engineering

Lindbergh Spa operates a sophisticated digital platform model for logistics and engineering services within the Italian and French MRO...

Contrarian Cashflows