ianhammar.bsky.social

👤 Joined on 08 August 2026

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  • 08 Ağu 2026, 15:19
    🎉 Bluesky'e katıldı - İlk kullanıcı adı: @ianhammar.bsky.social

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28 September 2026 16:45

Serious legwork, respect. On the 22-23% total return: the +19% price leg assumes the multiple holds while EBITDA compounds. If Kone de-rates even slightly on TKE integration noise, how much of that return disappears? Feels like the multiple is doing more heavy lifting than the dividend.

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