In this pitch deck, analysts Nika Lundh and William Beer present the investment
case for Blue Bird Corporation. The leading U.S school-bus OEM has completed a
full operational turnaround and emerged as the dominant provider of alternative-fuel buses. As margins remain intact and the market reassesses Blue Bird’s true earnings power, the current mispricing should correct, implying a 51% upside
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.
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.
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.
Lululemon Athletica
In this pitch deck, analysts Adam Orvegård and Elvira Husén present the investment case for Lululemon Athletica. As a global premium activewear brand, Lululemon combines performance-driven product innovation with a tightly controlled direct-to-consumer model, resulting in industry-leading margins and strong customer loyalty.
In this pitch deck, analysts Oscar Persson and Erik Månsson present a comprehensive
buyout consideration of Embellence Group, a leading Nordic House of Brands within
premium wallpaper, textiles, and rugs. With a strong brand portfolio and a clear pathway to margin expansion through Direct-To-Consumer incentives, the company stands as an
interesting buyout candidate.
In this pitch deck, analysts August Wrigfors and Anton Andersson present a comprehensive evaluation of Synsam, a leading Nordic optical retailer with a subscription-based offering and
clear potential under private ownership. Using a comprehensive valuation approach, including DCF, peer analysis, precedent transactions, and an LBO analysis, the analysts estimate Synsam’s enterprise value at SEK 15.6–22.0bn.
In this pitch deck, analysts Gabriel Widsén and Hugo Bogren present a detailed investment case of Openlane, a leading digital B2B marketplace for used vehicles with a highly scalable, asset
light model and multiple value creation levers through organic growth and strategic M&A.
In this pitch deck, analysts Calle Alm-Ramberg, Vilmer Karlsson Ahlborg, and Mandy Sy present a comprehensive investment assessment of ME Group International (ME Group), a
UK based provider of automated self-service equipment. Incorporating a discounted cash flow model, trading
comparables, precedent transactions, and an LBO, the analysts estimate ME Group’s
enterprise value in the range of GBP 501–1,549m.
In this pitch deck, analysts Gustav Wisenius, Gustav Bartholdsson, and Oscar Isacsson present the investment case for B&M European Value Retail. With continued capital returns and a re-rating supported by fundamental outperformance, the base case implies 115% total upside and a clear path to multiple re-rating in the coming years.
