WILLF
DEMANT AS
stockOTC

Favorite industries: 1) "medtec combined with ageing population": High quality stocks in market with high barriers to entry. Predictable and growing demand for their products. Steady and boring sub-industries such as hearing healthcare and audio technology, and ostomy care products and wound care products. (holdings WILLF, CLPBF) 2) Financial data & stock exchanges: Capital light businesses with monopolistic (or doupolostic) charactaristics due to data, regulation/legislation and brand. (holdings MSCI, SPGI) 3) Speciality chemichals - Industrial gasses: A highly profitable oligopoly with huge optionalities because of clean energy/hydrogen.  (holdings APD)