Mr Market Miscalculates

Mr Market Miscalculates

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Mr Market Miscalculates
Monthly recap #8

Monthly recap #8

Some updates on previously discussed companies, and other interesting things from April

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Mr Market Miscalculates
May 01, 2025
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Mr Market Miscalculates
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Monthly recap #8
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ALK-Abelló

ALK-Abelló was profiled exactly one year ago: with the strategic “repositioning” now completed, management is focused on flawless execution on growth while improving operating margins and cash flows.

2024 has been a very positive year, with revenues up +15% and operating profits up +65%. Gross margins also kept expanding due to favourable produ…

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