Equities 123
Pierre WinterIn-depth fundamental analysis dedicated to publicly traded real estate companies (REITs, SIIC) and Serial Acquirers.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 41 | Founded | 5 months ago | Last Issue | 3 days ago |
| Active | |||||
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equities123.substack.comLatest Issues
Vitec, Addnode and Admicom: Vertical Software Put to the Test
Recurring revenue is often presented as one of the best safeguards against economic slowdowns. It provides visibility, strengthens customer loyalty, and generally allows companies to preserve high margins.
But recurrence does not replace g...
Results 2026: OEM, Röko, Cintas and Fastenal Lead the Pack
Between July 3 and July 17, 2026, four companies stood out from the crowd: OEM International, Röko, Cintas, and Fastenal.
Their business models are far from identical. OEM International and Röko rely heavily on acquisitions, while Cintas a...
Sunbelt Rentals (SUNB): Why 11 Super Investors Are All Buying This Stock at the Same Time
Sequoia Fund, Oakmark, Markel, Giverny Capital, Dodge & Cox… Over $6.2 billion deployed in the first quarter of 2026 into the former Ashtead Group. Full analysis, valuation, risks, and verdict.
The $29 Billion Paradox
Lifco AB (LIFCO.B): Full Q2 2026 Analysis, Earnings Breakdown, Valuation and Outlook
Lifco AB Q2 2026: The Compounding Machine Keeps Running, But at What Price?
Lifco just released its second quarter 2026 results. The numbers are solid, margins are expanding, cash flow is following through. On paper, it looks like a flaw...
Vitec Software Q2 2026: the machine is running, the market is wrong to be afraid
Vitec Software published its second quarter 2026 results this morning. The stock has lost more than half its value in a year (228 SEK vs. 477 SEK twelve months ago), driven by a diffuse fear: will AI destroy vertical software companies?
Th...
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À la croisée de l'immobilier de terrain et des marchés financiers. J'édite Bourse 123 et Immobilier 123 pour décrypter l'actualité économique et aider les investisseurs particuliers à prendre des décisions éclairées, loin du bruit médiatique.
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