Kavaljer finds that Bahnhof, despite being a historically fantastic contributor to fund returns, now faces significant headwinds that justify exiting the position.
Elementa believes that RaySearch Laboratories has delivered a transformational Q1 2025 performance, signaling...
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...
![[Idea note] - Bahnhof: Time to Disconnect](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)