About LINC
Founded in 1991, LINC quickly became the primary organization for students interested in finance at Lund University. Through career guidance, practical training, events and field trips, LINC aims to support...
Research & Analysis Reports
Read our latest published reports here
XPEL Inc.
In this pitch deck, analysts Torkel Johansson and William Voldseth present the investment case for XPEL Inc, a market leader in automotive surface protection.
After a weak 2024 driven by supplier-related issues in China, market expectations
have reset. Supported by new product
launches and increasing OEM adoption, the base case implies 38% total upside and
a 12% IRR over three years.
Read more "XPEL Inc."
NCR Atleos
In this pitch deck, analysts Rahil Hussain and Joel Persson present a comprehensive
analysis of NCR Atleos, a leading global provider of ATM infrastructure. While investor focus has remained on short-term hardware cyclicality, perceptions of a structurally declining ATM market, and elevated leverage at separation, the market has overlooked Atleos’ shift toward a more
recurring, service-driven business mix, its scale-driven cost advantages, and disciplined capital allocation strategy.
Read more "NCR Atleos"
GCI Liberty
In this pitch deck, analysts Christian Carlsson, Gabriel Koorits, and Konrad Fransson present the investment case for GCI Liberty. Following the Liberty Broadband spin-off, GCI has entered public markets with low free float, heavy technical selling, and investor confusion around the Malone structure, creating what the analysts view as a rare technical-driven mispricing rather than a fundamental one.
Read more "GCI Liberty"
