Schibsted
SCH:NO
pitch
long
null
Thesis
Schibsted is transforming into a leading online classifieds operator with significant growth potential in multiple countries. The company's strong position in Norway and Sweden, combined with its shift to monetization, is expected to drive 40%+ annual EBITDA growth, leading to a potential doubling of shares in the next 2-3 years as it aligns with its classified peers.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a clear timeline for the thesis events, it's difficult to assess whether the thesis has played out. The projected growth and transformation into a leading online classifieds operator are promising, but without evidence of progress or results, the outcome remains uncertain.
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