TECN.ST
🔄 Technion faces challenges due to cyclical businesses acquired in the past.
👨💼 New acquisitions under Daniel’s leadership show impressive returns.
📉 Expectations lowered for Johan and the existing portfolio, but future outlook remains positive.
✅ The company is focused on niche, less cyclical acquisitions with higher margins.
@Academiadeinversion:
“Technion has been going badly this year, but in this case, they are not frustrated because the numbers have not been good. When the numbers do not go well and you start from a high valuation and it falls, they understand it totally and are not frustrated at all. They simply hope that in the future, in a compounder, you are counting on growth, so they hope that it will turn around. They personally think that there have been two things that were perhaps worse than they expected in Technion when they invested: one is the management, and the other is the portfolio of companies they started with.”
Watch the exact part of the video where Pedro talks about Technion here:
View the video on YouTube.
Read more articles by the world’s top 100 analysts on Technion (TECN.ST) at the following link. TECN.ST stock.
