Atlas Copco trades at a premium despite slowing revenue growth and margin pressure
Excellent analysis.
Is it time to start a position or is it too early?
I'm undecided between Atlas and Investor AB, which holds a position in Atlas.
Cheers,
Antonio
Hi Antonio, thanks for the question. Probably too early - see recent quarterly comments below.
https://cosmiccapital.substack.com/p/atlas-copco-3q24-key-takeaways
Thanks
Excellent analysis.
Is it time to start a position or is it too early?
I'm undecided between Atlas and Investor AB, which holds a position in Atlas.
Cheers,
Antonio
Hi Antonio, thanks for the question. Probably too early - see recent quarterly comments below.
https://cosmiccapital.substack.com/p/atlas-copco-3q24-key-takeaways
Thanks