The Barn
@thebarnblog.bsky.social
My blog about developing tools for better investing | Helping to assess companies and navigate investment decisions | 16 years in corporate finance 🇸🇪 🇩🇰
#investing #valueinvesting #financialanalysis
Visit the blog: https://thebarnblog.substack.com/
#investing #valueinvesting #financialanalysis
Visit the blog: https://thebarnblog.substack.com/
Pinned
👗 #Fashion lives on perception, but profitability tells the truth.
From #fastfashion to #hautecouture, who actually kept their #EBITmargin alive through the post-COVID storm?
Let’s dig in!
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #investing #markets
From #fastfashion to #hautecouture, who actually kept their #EBITmargin alive through the post-COVID storm?
Let’s dig in!
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #investing #markets
👗 #Fashion lives on perception, but profitability tells the truth.
From #fastfashion to #hautecouture, who actually kept their #EBITmargin alive through the post-COVID storm?
Let’s dig in!
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #investing #markets
From #fastfashion to #hautecouture, who actually kept their #EBITmargin alive through the post-COVID storm?
Let’s dig in!
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #investing #markets
November 12, 2025 at 9:40 AM
👗 #Fashion lives on perception, but profitability tells the truth.
From #fastfashion to #hautecouture, who actually kept their #EBITmargin alive through the post-COVID storm?
Let’s dig in!
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #investing #markets
From #fastfashion to #hautecouture, who actually kept their #EBITmargin alive through the post-COVID storm?
Let’s dig in!
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #investing #markets
🧱 #Construction 🧱 is a brutal margin game.
Capital-heavy, low-margin and execution-driven: one misstep and profits vanish.
So who actually defended their #EBITmargin during 2020–2024?
Let’s find out!
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #investing #markets
Capital-heavy, low-margin and execution-driven: one misstep and profits vanish.
So who actually defended their #EBITmargin during 2020–2024?
Let’s find out!
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #investing #markets
November 11, 2025 at 10:13 AM
🧱 #Construction 🧱 is a brutal margin game.
Capital-heavy, low-margin and execution-driven: one misstep and profits vanish.
So who actually defended their #EBITmargin during 2020–2024?
Let’s find out!
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #investing #markets
Capital-heavy, low-margin and execution-driven: one misstep and profits vanish.
So who actually defended their #EBITmargin during 2020–2024?
Let’s find out!
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #investing #markets
💊 Pharma 💊 has been printing profits and headlines but has that growth *actually* improved efficiency?
Let’s break down 2020–2024 #EBITmargin trend across leading #pharma players.
The results might surprise you.
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #investing #markets
Let’s break down 2020–2024 #EBITmargin trend across leading #pharma players.
The results might surprise you.
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #investing #markets
November 10, 2025 at 8:38 AM
💊 Pharma 💊 has been printing profits and headlines but has that growth *actually* improved efficiency?
Let’s break down 2020–2024 #EBITmargin trend across leading #pharma players.
The results might surprise you.
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #investing #markets
Let’s break down 2020–2024 #EBITmargin trend across leading #pharma players.
The results might surprise you.
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #investing #markets
👉 Follow #thebarnblog to get daily summaries of the financial performance of each industry in our screener: #pharma, #construction, #fashion and #tech.
📆 Monday to Thursday!
This is where we get our data: finditfinancials.com
#FindItFinancials #annualreports #investing
📆 Monday to Thursday!
This is where we get our data: finditfinancials.com
#FindItFinancials #annualreports #investing
FindItFinancials - Discover Unique Investment Opportunities
Access comprehensive financial data and analytics to make informed investment decisions. Join our beta for early access to powerful financial tools.
finditfinancials.com
November 7, 2025 at 1:18 PM
👉 Follow #thebarnblog to get daily summaries of the financial performance of each industry in our screener: #pharma, #construction, #fashion and #tech.
📆 Monday to Thursday!
This is where we get our data: finditfinancials.com
#FindItFinancials #annualreports #investing
📆 Monday to Thursday!
This is where we get our data: finditfinancials.com
#FindItFinancials #annualreports #investing
And the screener plot thickens ... 🔎
This week on #thebarnblog we add #EBITmargin to our screener series: open.substack.com/pub/thebarnb...
Remember: we're all about consistency in performance rather than short bursts of growth!
#valueinvesting #financialanalysis #markets
This week on #thebarnblog we add #EBITmargin to our screener series: open.substack.com/pub/thebarnb...
Remember: we're all about consistency in performance rather than short bursts of growth!
#valueinvesting #financialanalysis #markets
November 7, 2025 at 1:15 PM
And the screener plot thickens ... 🔎
This week on #thebarnblog we add #EBITmargin to our screener series: open.substack.com/pub/thebarnb...
Remember: we're all about consistency in performance rather than short bursts of growth!
#valueinvesting #financialanalysis #markets
This week on #thebarnblog we add #EBITmargin to our screener series: open.substack.com/pub/thebarnb...
Remember: we're all about consistency in performance rather than short bursts of growth!
#valueinvesting #financialanalysis #markets
Reposted by The Barn
The Swedish GOAT is undervalued. Expected fair value is €22.4 per share.
#skidetica #investing #sweden #finance #ericsson #india
#skidetica #investing #sweden #finance #ericsson #india
April 22, 2025 at 9:00 AM
The Swedish GOAT is undervalued. Expected fair value is €22.4 per share.
#skidetica #investing #sweden #finance #ericsson #india
#skidetica #investing #sweden #finance #ericsson #india
Wrapping up with #tech, our most diverse group. 💻
These companies span multiple value chains, so #revenuegrowth drivers can vary greatly.
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #investing #markets
These companies span multiple value chains, so #revenuegrowth drivers can vary greatly.
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #investing #markets
November 6, 2025 at 8:59 AM
Wrapping up with #tech, our most diverse group. 💻
These companies span multiple value chains, so #revenuegrowth drivers can vary greatly.
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #investing #markets
These companies span multiple value chains, so #revenuegrowth drivers can vary greatly.
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #investing #markets
The only #B2C industry in our screener ➡️ let’s talk #fashion! 👗
Here, pricing power and brand status drive #revenuegrowth, with luxury and fast fashion playing very different games.
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #markets
Here, pricing power and brand status drive #revenuegrowth, with luxury and fast fashion playing very different games.
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #markets
November 5, 2025 at 7:46 AM
The only #B2C industry in our screener ➡️ let’s talk #fashion! 👗
Here, pricing power and brand status drive #revenuegrowth, with luxury and fast fashion playing very different games.
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #markets
Here, pricing power and brand status drive #revenuegrowth, with luxury and fast fashion playing very different games.
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #markets
Today, we turn to #revenuegrowth in #construction.
This industry is transforming, as companies diversify beyond traditional building and into sectors like infrastructure and #renewables.
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting
This industry is transforming, as companies diversify beyond traditional building and into sectors like infrastructure and #renewables.
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting
November 4, 2025 at 9:12 AM
Today, we turn to #revenuegrowth in #construction.
This industry is transforming, as companies diversify beyond traditional building and into sectors like infrastructure and #renewables.
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting
This industry is transforming, as companies diversify beyond traditional building and into sectors like infrastructure and #renewables.
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting
As promised, here’s a breakdown 🧵of #revenuegrowth in our screener, starting with #pharma.
This industry sees dramatic swings: blockbuster drug launches and patent cliffs alike shape the topline.
(1/5)
#FindItFinancials #financialanalysis #valueinvesting
This industry sees dramatic swings: blockbuster drug launches and patent cliffs alike shape the topline.
(1/5)
#FindItFinancials #financialanalysis #valueinvesting
November 3, 2025 at 8:13 AM
As promised, here’s a breakdown 🧵of #revenuegrowth in our screener, starting with #pharma.
This industry sees dramatic swings: blockbuster drug launches and patent cliffs alike shape the topline.
(1/5)
#FindItFinancials #financialanalysis #valueinvesting
This industry sees dramatic swings: blockbuster drug launches and patent cliffs alike shape the topline.
(1/5)
#FindItFinancials #financialanalysis #valueinvesting
First up in screener series: revenue growth!
open.substack.com/pub/thebarnb...
Too busy to read the entire blog post? Follow to get an industry-by-industry breakdown starting tomorrow 🌇
#investing #valueinvesting #financialanalysis #markets #FindItFinancials #thebarnblog
open.substack.com/pub/thebarnb...
Too busy to read the entire blog post? Follow to get an industry-by-industry breakdown starting tomorrow 🌇
#investing #valueinvesting #financialanalysis #markets #FindItFinancials #thebarnblog
November 2, 2025 at 3:24 PM
First up in screener series: revenue growth!
open.substack.com/pub/thebarnb...
Too busy to read the entire blog post? Follow to get an industry-by-industry breakdown starting tomorrow 🌇
#investing #valueinvesting #financialanalysis #markets #FindItFinancials #thebarnblog
open.substack.com/pub/thebarnb...
Too busy to read the entire blog post? Follow to get an industry-by-industry breakdown starting tomorrow 🌇
#investing #valueinvesting #financialanalysis #markets #FindItFinancials #thebarnblog
#Pharma builds moats. #Construction rides cycles. #Fashion refines quality. #Tech fuels growth.
📢 The screener series is here: 4 industries, numerous companies, 4 metrics, beautiful graphs!
Meet the industries: open.substack.com/pub/thebarnb...
#investing #valueinvesting #FindItFinancials
📢 The screener series is here: 4 industries, numerous companies, 4 metrics, beautiful graphs!
Meet the industries: open.substack.com/pub/thebarnb...
#investing #valueinvesting #FindItFinancials
October 24, 2025 at 12:57 PM
#Pharma builds moats. #Construction rides cycles. #Fashion refines quality. #Tech fuels growth.
📢 The screener series is here: 4 industries, numerous companies, 4 metrics, beautiful graphs!
Meet the industries: open.substack.com/pub/thebarnb...
#investing #valueinvesting #FindItFinancials
📢 The screener series is here: 4 industries, numerous companies, 4 metrics, beautiful graphs!
Meet the industries: open.substack.com/pub/thebarnb...
#investing #valueinvesting #FindItFinancials
Reposted by The Barn
Increasingly clear why Jeff Bezos described AI as the “good” kind of bubble!
Exclusive: Anthropic spent $2.66 billion on Amazon Web Services in the first three quarters of 2025, around 100% of their estimated revenue. Its costs appear to increase with their revenue, showing little path to profitability.
www.wheresyoured.at/costs/
www.wheresyoured.at/costs/
This Is How Much Anthropic and Cursor Spend On Amazon Web Services
So, I originally planned for this to be on my premium newsletter, but decided it was better to publish on my free one so that you could all enjoy it. If you liked it, please consider subscribing to su...
www.wheresyoured.at
October 21, 2025 at 7:16 AM
Increasingly clear why Jeff Bezos described AI as the “good” kind of bubble!
"I built #FindItFinancials because I believe that, if we make #financialdata accessible, we remove the last excuse not to analyze companies properly" 💪
Learn more about my PDF extractor here: thebarnblog.substack.com/p/introducin...
#investing #valueinvesting #financialanalysis #thebarnblog
Learn more about my PDF extractor here: thebarnblog.substack.com/p/introducin...
#investing #valueinvesting #financialanalysis #thebarnblog
Introducing FindItFinancials
Hello there!
thebarnblog.substack.com
October 17, 2025 at 1:09 PM
"I built #FindItFinancials because I believe that, if we make #financialdata accessible, we remove the last excuse not to analyze companies properly" 💪
Learn more about my PDF extractor here: thebarnblog.substack.com/p/introducin...
#investing #valueinvesting #financialanalysis #thebarnblog
Learn more about my PDF extractor here: thebarnblog.substack.com/p/introducin...
#investing #valueinvesting #financialanalysis #thebarnblog
Hiya #Bluesky!
This is an #introduction of the very first tool I created: #FindItFinancials PDF Extractor (beta): finditfinancials.com
Drop in an annual report and get back a structured dataset for #business, #research, #investing.
Please do try it out and give feedback to help me improve it!
This is an #introduction of the very first tool I created: #FindItFinancials PDF Extractor (beta): finditfinancials.com
Drop in an annual report and get back a structured dataset for #business, #research, #investing.
Please do try it out and give feedback to help me improve it!
FindItFinancials - Discover Unique Investment Opportunities
Access comprehensive financial data and analytics to make informed investment decisions. Join our beta for early access to powerful financial tools.
finditfinancials.com
October 13, 2025 at 3:02 PM
Hiya #Bluesky!
This is an #introduction of the very first tool I created: #FindItFinancials PDF Extractor (beta): finditfinancials.com
Drop in an annual report and get back a structured dataset for #business, #research, #investing.
Please do try it out and give feedback to help me improve it!
This is an #introduction of the very first tool I created: #FindItFinancials PDF Extractor (beta): finditfinancials.com
Drop in an annual report and get back a structured dataset for #business, #research, #investing.
Please do try it out and give feedback to help me improve it!
Does #AstraZeneca 's financing #cashflow raise any 🚩? 🤔
This week we wrap up our case study and introduce three indicators for our screener (stay tuned!).
Read "Understanding company financials (Part 4)": thebarnblog.substack.com/p/understand...
#valueinvesting #thebarnblog #finditfinancials
This week we wrap up our case study and introduce three indicators for our screener (stay tuned!).
Read "Understanding company financials (Part 4)": thebarnblog.substack.com/p/understand...
#valueinvesting #thebarnblog #finditfinancials
Understanding company financials (Part 4)
Financing cash flow is where corporate strategy meets capital markets reality.
thebarnblog.substack.com
October 10, 2025 at 11:39 AM
Does #AstraZeneca 's financing #cashflow raise any 🚩? 🤔
This week we wrap up our case study and introduce three indicators for our screener (stay tuned!).
Read "Understanding company financials (Part 4)": thebarnblog.substack.com/p/understand...
#valueinvesting #thebarnblog #finditfinancials
This week we wrap up our case study and introduce three indicators for our screener (stay tuned!).
Read "Understanding company financials (Part 4)": thebarnblog.substack.com/p/understand...
#valueinvesting #thebarnblog #finditfinancials
Check out Part 3 of Understanding Company Financials: thebarnblog.substack.com/p/understand...
We look into #investment cash flow and complete the metrics for our screener. Plus, more on the #AstraZeneca case study using our very own #FindItFinancials extractor for #financialstatements!
We look into #investment cash flow and complete the metrics for our screener. Plus, more on the #AstraZeneca case study using our very own #FindItFinancials extractor for #financialstatements!
October 5, 2025 at 10:57 AM
Check out Part 3 of Understanding Company Financials: thebarnblog.substack.com/p/understand...
We look into #investment cash flow and complete the metrics for our screener. Plus, more on the #AstraZeneca case study using our very own #FindItFinancials extractor for #financialstatements!
We look into #investment cash flow and complete the metrics for our screener. Plus, more on the #AstraZeneca case study using our very own #FindItFinancials extractor for #financialstatements!
"Understanding company financials (Part 2)" is now up!
➕ three metrics to determine if #AstraZeneca is worth analysing beyond our screener (don't hold your breath!) and a first look at the #FindItFinancials extractor for #financialstatements 👀
thebarnblog.substack.com/p/understand...
#investing
➕ three metrics to determine if #AstraZeneca is worth analysing beyond our screener (don't hold your breath!) and a first look at the #FindItFinancials extractor for #financialstatements 👀
thebarnblog.substack.com/p/understand...
#investing
Understanding company financials (Part 2)
Three simple metrics to determine if AstraZeneca is worth analysing beyond my initial screener
thebarnblog.substack.com
October 2, 2025 at 9:03 AM
"Understanding company financials (Part 2)" is now up!
➕ three metrics to determine if #AstraZeneca is worth analysing beyond our screener (don't hold your breath!) and a first look at the #FindItFinancials extractor for #financialstatements 👀
thebarnblog.substack.com/p/understand...
#investing
➕ three metrics to determine if #AstraZeneca is worth analysing beyond our screener (don't hold your breath!) and a first look at the #FindItFinancials extractor for #financialstatements 👀
thebarnblog.substack.com/p/understand...
#investing
Now that we're past the introductory phase, let's get down to business: understanding company financials!
"Vanity metrics ... might tell the message the company wants you to hear, but we must go further than that." #valueinvesting
Read more: thebarnblog.substack.com/p/understand...
\\The Barn
"Vanity metrics ... might tell the message the company wants you to hear, but we must go further than that." #valueinvesting
Read more: thebarnblog.substack.com/p/understand...
\\The Barn
October 1, 2025 at 9:32 AM
Now that we're past the introductory phase, let's get down to business: understanding company financials!
"Vanity metrics ... might tell the message the company wants you to hear, but we must go further than that." #valueinvesting
Read more: thebarnblog.substack.com/p/understand...
\\The Barn
"Vanity metrics ... might tell the message the company wants you to hear, but we must go further than that." #valueinvesting
Read more: thebarnblog.substack.com/p/understand...
\\The Barn
Welcome back to The Barn! 👋
Want to know why we can't trust *news* as a reliable data source in #investing? Well then, what kind of data *should* we use?
Read about it in my new blog post: thebarnblog.substack.com/p/welcome-ba...
\\The Barn
#valueinvesting #financialanalysis #markets #thebarnblog
Want to know why we can't trust *news* as a reliable data source in #investing? Well then, what kind of data *should* we use?
Read about it in my new blog post: thebarnblog.substack.com/p/welcome-ba...
\\The Barn
#valueinvesting #financialanalysis #markets #thebarnblog
Welcome back to The Barn
Where we are building tools for better investing!
thebarnblog.substack.com
September 30, 2025 at 7:47 AM
Welcome back to The Barn! 👋
Want to know why we can't trust *news* as a reliable data source in #investing? Well then, what kind of data *should* we use?
Read about it in my new blog post: thebarnblog.substack.com/p/welcome-ba...
\\The Barn
#valueinvesting #financialanalysis #markets #thebarnblog
Want to know why we can't trust *news* as a reliable data source in #investing? Well then, what kind of data *should* we use?
Read about it in my new blog post: thebarnblog.substack.com/p/welcome-ba...
\\The Barn
#valueinvesting #financialanalysis #markets #thebarnblog
New blog post alert! 📢
- #Investing without analysis = gambling 🎰
- Six steps: Screening, Validation, Forecasting & Valuation, Peer Comparison, Value Chain Analysis, and Risk Scenarios 🛣️
- Next up: data! 🔢
Read here: thebarnblog.substack.com/p/welcome-to...
//The Barn
#valueinvesting #thebarnblog
- #Investing without analysis = gambling 🎰
- Six steps: Screening, Validation, Forecasting & Valuation, Peer Comparison, Value Chain Analysis, and Risk Scenarios 🛣️
- Next up: data! 🔢
Read here: thebarnblog.substack.com/p/welcome-to...
//The Barn
#valueinvesting #thebarnblog
September 29, 2025 at 8:07 AM
New blog post alert! 📢
- #Investing without analysis = gambling 🎰
- Six steps: Screening, Validation, Forecasting & Valuation, Peer Comparison, Value Chain Analysis, and Risk Scenarios 🛣️
- Next up: data! 🔢
Read here: thebarnblog.substack.com/p/welcome-to...
//The Barn
#valueinvesting #thebarnblog
- #Investing without analysis = gambling 🎰
- Six steps: Screening, Validation, Forecasting & Valuation, Peer Comparison, Value Chain Analysis, and Risk Scenarios 🛣️
- Next up: data! 🔢
Read here: thebarnblog.substack.com/p/welcome-to...
//The Barn
#valueinvesting #thebarnblog
Hi there,
I recently started a blog called The Barn, focused on building tools for better #investing based on a structured process (from screening to investment decisions).
Follow for updates on new posts and product releases!
//The Barn
#introduction #introductions #thebarnblog #valueinvesting
I recently started a blog called The Barn, focused on building tools for better #investing based on a structured process (from screening to investment decisions).
Follow for updates on new posts and product releases!
//The Barn
#introduction #introductions #thebarnblog #valueinvesting
September 28, 2025 at 2:16 PM
Hi there,
I recently started a blog called The Barn, focused on building tools for better #investing based on a structured process (from screening to investment decisions).
Follow for updates on new posts and product releases!
//The Barn
#introduction #introductions #thebarnblog #valueinvesting
I recently started a blog called The Barn, focused on building tools for better #investing based on a structured process (from screening to investment decisions).
Follow for updates on new posts and product releases!
//The Barn
#introduction #introductions #thebarnblog #valueinvesting