Bergman & Beving AB - $BERG
One cannot simply compare a swedish serial acquirer to another. They own vastly different assets, corresponding in vastly different expectations for organic growth. Furthermore, some companies has a p...
10 Juli 20256min
Bouvet ASA - $BOUV
A best in class IT concultancy firm from Norway. At a market cap of 800 MUSD, this quality compounder has great opportunity to continue outperforming the market. The company is trading at a FCF-yield ...
9 Juli 20256min
Veteranpoolen AB - $VPAB
A capital efficient micro cap staffing company from Sweden. The company doesn't need to retain earnings to grow, but still grows 10% annually. Trading at a FCF (and dividend) yield of 5%, it's destine...
9 Juli 20255min
Brdr. A&O Johansen - $AOJ
When valuing a cyclical wholesale retailer one cannot simply apply a multiple. At depressed earnings after a post-covid bull-whip effect and economic downturn, AOs future earnings power is understated...
9 Juli 20257min
Medistim ASA - $MEDI
Medistim ASA is a medical techonology company with a near monopoly within their niche and a razor-blade business model.In a more than 50% draw-down due to macro-economic factors, this is a secular com...
28 Feb 20257min
Opter AB - $OPTER
A promising micro cap software as a service company from Sweden. At a market cap of 70 MUSD it trades at a FCF yield of 3% while growing ARR 20%. The company retains no earnings, grows profitably and ...
26 Feb 20256min
Generic AB - $GENI.ST
A quality micro-cap technology company from Sweden. The company grew 24% in 2024, and does so without the need to invest a lot of capital or retaining a lot of the earnings. The company has a scalable...
17 Feb 202511min
Why invest in nordic small cap stocks
In this episode I explain why investing in nordic small cap companies is a unique opportunity for individual investors. Companies mentioned; Plejd AB, Opter AB, Freetrailer, Medistim. Hosted on Acast....
14 Feb 20256min
