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ALFVF - Alfa Laval - Incredible Past Performance But A Hold Today
Alfa-Laval AB
My investment in Alfa Laval has returned triple digits since investing, and I underestimated both how high the company would climb and the speed at which it would do so.
As a result, while my position has outperformed, my articles have been "neutral" for some time despite outperformance.
I won't change my rating here - the company is at far too high valuations for it. However, this is a company to keep in mind for when the downturn comes.