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Serial acquirer of local monopolies at 7% FCF yield, 32% annual BVPS growth for six years

Written by Oliver Sung
July 10, 2025
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By first impression, today’s stock looks attractive:

Serial acquirer of local monopolies
11x EBITA
>7% FCF yield (after lease payments, before M&A)
18% annual revenue per share growth over six years
32% annual book value per share growth over six years

Let’s find out how cheap it is.

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In this writeupserial acquirers

In this writeupserial acquirers

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Serial acquirer of local monopolies at 7% FCF yield, 32% annual BVPS growth for six years

This content is for paid subscribers and investors.

Dette indhold er for betalende abonnenter og investorer.

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