External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

<ul><li>Lindbergh S.p.A. provides specialized logistics services for industrial maintenance &amp; repair operations in Italy and France, with high barriers to entry</li><li>Strong unit economics with zero customer and revenue churn most years, over 90% of revenue from recurring contracts</li><li>Recent expansion into B2C thermohydraulic MRO services market in Italy, strong competitive advantage and potential for growth</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Lindbergh S.p.A. provides specialized logistics services for industrial maintenance &amp; repair operations in Italy and France, with high barriers to entryStrong unit economics with zero customer and revenue churn most years, over 90% of revenue from recurring contractsRecent expansion into B2C thermohydraulic MRO services market in Italy, strong competitive advantage and potential for growthThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Fundamental Analyses, Contrarian Cashflows

Contrarian Cashflows

Fundamental Analyses

The purpose of Contrarian Cashflows is to document my investment research and share it with everyone who is interested in value investing. My long term aspiration for Contrarian Cashflows is to become a platform for professional investors and serious amateurs where they can get inspiration and discuss investing-related topics.
I plan to publish one company deep dive per month that is guided by my investment approach. All information I use for my write-ups is publicly available and most of the time directly sourced from public filings issued by the respective companies. To guarantee maximum transparency, for every post I provide a list of all used sources in the resources section.
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<ul>
<li>I recently had a conversation with a close friend and fellow investor, during which he shared his current research interest in the dollar store concept.</li>
<li>He emphasized that this business model aligns with criteria conducive to long-term shareholder returns.</li>
<li>Given the scarce presence of dollar stores in Germany, primarily due to socioeconomic factors, I sought clarification on the underlying concept from him.</li>
</ul>


I recently had a conversation with a close friend and fellow investor, during which he shared his current research interest in the dollar store concept.
He emphasized that this business model aligns with criteria conducive to long-term shareholder returns.
Given the scarce presence of dollar stores in Germany, primarily due to socioeconomic factors, I sought clarification on the underlying concept from him.


<ul><li>Lindbergh Spa operates a sophisticated digital platform model for logistics and engineering services within the Italian and French MRO (Maintenance, Repair, and Operations) market.</li><li>This approach not only supports strong operating margins but also provides value-added services in an industry typically marked by commoditization.</li><li>Distinguishing itself as the sole competitor with such a differentiated business model, Lindbergh faces formidable barriers to entry.</li></ul>

Lindbergh Spa operates a sophisticated digital platform model for logistics and engineering services within the Italian and French MRO (Maintenance, Repair, and Operations) market.This approach not only supports strong operating margins but also provides value-added services in an industry typically marked by commoditization.Distinguishing itself as the sole competitor with such a differentiated business model, Lindbergh faces formidable barriers to entry.

Lindbergh Spa:Revolutionizing MRO Markets Through Platform-Based Logistics and Engineering

Thematic (Sector/Industry)

<ul>
<li>There were no changes to the portfolio in June.</li>
<li>The two major news among my holdings come from Norbit and Lindbergh.</li>
<li>Norbit acquired Innomar, a market leader in sub-bottom profilers in the maritime industry, to strengthen their oceans segment product offering.</li>
</ul>


There were no changes to the portfolio in June.
The two major news among my holdings come from Norbit and Lindbergh.
Norbit acquired Innomar, a market leader in sub-bottom profilers in the maritime industry, to strengthen their oceans segment product offering.


<ul>
<li>
Welcome back to the portfolio updates series!
</li>
<li>
I recently read Michael J. Mauboussin’s book, More Than You Know, which is full of practical investment lessons drawn from various fields not necessarily related to investing.
</li>
<li>
The quote below is from a chapter discussing market efficiency and cautioning investors against misusing behavioral finance to conclude that humans are irrational, and therefore, markets must be irrational as well.
</li>
</ul>



Welcome back to the portfolio updates series!


I recently read Michael J. Mauboussin’s book, More Than You Know, which is full of practical investment lessons drawn from various fields not necessarily related to investing.


The quote below is from a chapter discussing market efficiency and cautioning investors against misusing behavioral finance to conclude that humans are irrational, and therefore, markets must be irrational as well.



Italy

Lindbergh S.p.A. provides a technology platform for value-added services turned to field operations management. The Company offers disposal of waste, spare parts delivery, returns management and repair, PPE supply, washing of work clothes, check tools, and other services. Lindbergh serves clients in Italy and France.

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Lindbergh SpA (LDB IM)

Lindbergh (LDB) - Monday, Apr 1, 2024

Lindbergh S.p.A. provides specialized logistics services for industrial maintenance & repair operations in Italy and France, with high barriers to...

Value Investors Club

Portfolio Update: March 2024

I recently had a conversation with a close friend and fellow investor, during which he shared his current research interest in the dollar store...

Contrarian Cashflows

Lindbergh Spa:Revolutionizing MRO Markets Through Platform-Based Logistics and Engineering

Lindbergh Spa operates a sophisticated digital platform model for logistics and engineering services within the Italian and French MRO...

Contrarian Cashflows

Portfolio Update: June 2024

There were no changes to the portfolio in June. The two major news among my holdings come from Norbit and Lindbergh. Norbit acquired Innomar...

Contrarian Cashflows

Portfolio Update: May 2024

Welcome back to the portfolio updates series! I recently read Michael J. Mauboussin’s book, More Than You Know, which is full of practical...

Contrarian Cashflows

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