Reply To: Brødrene A&O Johansen
Sorry for the late reply, @Markus_Enge! I think A&O is ticking along rather nicely indeed!
For a fresh DCF of the company I would read this Analysis (just came out now after Q1): https://www.aptocapital.com/wp-content/uploads/2021/05/Analyse-Brdr-AO-Johansen-Maj2021.pdf
I am contemplating on increasing my position, since I view A&O as a rather «defensive» play compared to other companies in my portfolio. I still think it has ample room to grow and offers good R/R, even though the stock price soared during 2020, and also so far in 2021.