AVTECH AB - $AVT - Clouds are clearing
Avtech is a micro cap SAAS-company within the aviation technology space. With strong growth and great margins, this is a potential hidden gem from the swedes. However, at a market cap of only 460 mill...
14 Tammi 11min
Entry multiples, and when they matter - $BOUV, $BAHN, $GENI, $OPTER, $MEDI
In some cases, entry multiples largely determines your return in a stock. In others, they might cloud your view, and you risk losing out on the long term potential. Using company examples from previou...
7 Tammi 7min
Vitec Software AB - $VIT - Fallen from grace
Vitec is a serial acquirer of VMS-providers in Europe. They have reached the lowest stock price in 5 years, and has fallen more than 50% from the top. The question remains, what are the expected retur...
5 Tammi 9min
Freetrailer AS - $FREETR
Freetrailer is a danish micro cap company within the sharing economy. Through their app, customer may rent a trailer for free, with small value-add services on top. This is a win-win concept for the c...
4 Tammi 9min
Envar AB - $ENVAR - Developing their own IP
Envar AB is a recent IPO in Sweden, trading at a market cap of 750 million SEK at a share price of 60 SEK. Their core video game concultancy business generates stable, growing and strong FCFs, which t...
23 Joulu 202510min
Opter AB - $OPTER - Q3 2025: Untapped pricing power
2025 has been difficult for shareholders in Opter. I explain the developments this year, and why the EPS has declined.More importantly, I explain why I believe 2026 will see a return to earnings growt...
17 Marras 20256min
Value investing trap 2 - Investments in PP&E
Some companies seem optically cheap, but never seems to get recognition from the market. A common reason behind this classic value investing trap, is reinvestments into property, plant and equipment.
10 Loka 20259min
Teqnion AB - $TEQ.ST
Teqnion is a small serial acquirer from Sweden. They have experienced difficulties on a subsidiary level for quite some years. Management has even made som mistakes regarding capital deployment as wel...
8 Loka 20258min
