Q2/24 CommentsI liked the report and the earnings call:
+ Meaningful increase of guidance -> good progress with sales.
+ Speeding up the pipeline.
+ Relationship with the Brazilian government (nice to hear!).
+ Continued buybacks (although the volume is low right now).
GUD is gearing up for an impressive number of launches next year. And, as always, the potential for further product acquisitions / M&A is always there, and will eventually happen. The discipline they have for these deals is a big reason for why I like the management.
What did you think about the report?