Essity - hygiene products from the Stockholm Stock Exchange

Essity will have a couple of rough quartals ahead of them. That is given, due to lockdowns and costs concerns driven by mass price increases.

But that said, Essity is doing everything right, and if I want to be in this space I prefer Essity over KMB, which is heavily in debt (as it uses the American way to boost it share price by spending way to much money on share buy backs).

I am bullish on the long-term view of Essity. But owning Essity as you indicated requires patience, which is hard to find among investors these days.

edit: I do like that Essity pursues (‘small’) bolt-on acquisitions, rather than big, as these usually do not have a favorable outcome (especially) for the buyer.

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