ianhammar.bsky.social
👤 Joined on 08 August 2026
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@ianhammar.bsky.socialSerious 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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