Lannebo Teknik Småbolag believes cBrain offers a compelling investment opportunity due to...
Richard Bråse argues that Hufvudstaden has a unique opportunity that no other Swedish real estate company can seize: meaningful share buybacks from
Research: ASMDEE - Ideas: EMBRAC, LINDEX, DYVOX, CATB - Insider: STORY, EVO, EOID
Lancelot Fonder believes that Embracer Group represents a compelling special situation investment despite...
Magnus see a special situation value unlock opportunity as Lindex Group approaches...
Despite strong fundamentals and proven societal value, the market underappreciates Dynavox’s growth potential...
Kavaljer believes that Catella represents a classic sum-of-the-parts opportunity where...
This morning ASMDEE-B announced the acquisition of Zombicide. The IP encompasses multiple game lines.
This week, we highlight PTRK, ARJO, ACAST, and insider activity in BONEX, GIGSDB, and VERVE.
Protean believes Acast is experiencing a transformational shift in its North American operations, with...
Arjo is a Swedish medical technology company that provides products and solutions to improve mobility and care for people with reduced mobility and age-related conditions.
Deep-dive on Humble Group and Briarwood's 5% stake in the company
![[Idea note] - cBrain: Government Digitization Leader Set to Benefit from Regulatory Tailwinds](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/b179afc9-28cf-43d3-8d98-0246789aeabd/ideanote_v3.png)
![[Idea note] - Embracer Group: Undervalued Gaming Conglomerate with Multiple Value Catalysts](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/5462f996-78da-45fd-baa4-366cb983ca0d/ideanote_v3.png)
![[Idea note] - Lindex Group: Restructuring Exit and Strategic Value Unlock](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/9d696787-9fef-47b8-ba76-d03a7afe1056/ideanote_v3.png)
![[Idea note] - Dynavox: Assistive Tech Leader With 100% Upside Potential](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/cc5bee97-8cae-4b0d-a795-aa3cb1d8e47c/ideanote_v3.png)
![[Idea note] - Catella: Hidden Gem Emerges as Balance Sheet Simplifies](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/c68d3412-a326-4aee-a574-0d45e0b8ce27/ideanote_v3.png)
![[Flash note] - ASMDEE: Acquires the IP of Zombicide, Here is What We Know](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/480baf3e-508f-46bc-a37e-f97d41819a40/Screenshot_2025-06-10_at_08.50.40.png)
![[Idea note] - ACAST: North American Inflection Point Drives Profitability Turnaround](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/75e50f80-cd62-4da3-9635-49413b20946d/koyfin_20250608_040419743.png)
![[Idea note] - ARJO: Compelling Turnaround Opportunity Amid Excessive Market Pessimism](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/41c6615c-5a54-4cd4-99b5-77a1b0acd40c/koyfin_20250604_045752450.png)
