Comments on: Kone – Profit From Urbanization And The Oligopoly Market https://rationalthinking.net/kone-profit-from-urbanization-and-the-oligopoly-market/ Analysis And Portfolios For Rational Investing Sat, 10 Feb 2024 17:51:26 +0000 hourly 1 https://wordpress.org/?v=6.5.5 By: Oddmund Groette https://rationalthinking.net/kone-profit-from-urbanization-and-the-oligopoly-market/#comments/237 Mon, 17 Aug 2020 06:36:13 +0000 https://rationalthinking.net/?p=1221#comment-237 In reply to Galician Investor.

Hi,

Thanks for your positive comment.

I only read Seeking Alpha or blogs I “accidentally” come across on the internet. Apart from that I try to make my own thoughts and judgement.

I’m not sure I understand your comment about double digit growth. I expect between 8-12% going forward.

Good luck investing!

]]> By: Galician Investor https://rationalthinking.net/kone-profit-from-urbanization-and-the-oligopoly-market/#comments/236 Sun, 16 Aug 2020 20:12:57 +0000 https://rationalthinking.net/?p=1221#comment-236 Great analysis of Kone.
I agree with you in all the points, amazing company with a really big moat and a family behind of it. But I have a doubt.
I was simulating a growing in sales around 6% in the next five years and I get a TIR around of 1-2%. I dont know how you get a double digit TIR…do you estimate a bigger growth?

I love your analysis, I have read almost all of them to learn about value investing. Could you recommend another blogs similar to this? with stock analysis??

Thank you in advance.

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