Research

Idea noteIdea note
Idea note (ARJO): Compelling Turnaround Opportunity Amid Excessive Market Pessimism

Idea note (ARJO): Compelling Turnaround Opportunity Amid Excessive Market Pessimism

Idea note

Kristoffer Lindström
NewsletterNewsletter
Lind Research #7

Lind Research #7

Deep-dive on Humble Group and Briarwood's 5% stake in the company

Kristoffer Lindström
Research reportResearch report
PTRK: Severely Mispriced Opportunity in an Overlooked Nordic Microcap

PTRK: Severely Mispriced Opportunity in an Overlooked Nordic Microcap

Investment case write-up

Kristoffer Lindström
Situation noteSituation note
Red flags from BETCO's Q1 report

Red flags from BETCO's Q1 report

Brazil, cash flow and more.

Kristoffer Lindström
NewsletterNewsletter
Lind Research #6

Lind Research #6

Notes on: Asmodee, Storytel, Asker, Karnov & more.

Kristoffer Lindström
NewsletterNewsletter
Lind Research #5

Lind Research #5

News highlights, Investors taking position, Insider activity...

Kristoffer Lindström
NewsletterNewsletter
Lind Research #3

Lind Research #3

A deep dive into the Nordic hedge fund manager Origo's core positions.

Kristoffer Lindström
NewsletterNewsletter
Lind Research #2

Lind Research #2

News Highlights, Stocks on The Move, Research, Cases, & Insider Activity

Kristoffer Lindström
NewsletterNewsletter
Lind Research #1

Lind Research #1

Weekly Highlights, Stocks on The Move, Research, Cases, & Insider Activity

Kristoffer Lindström
Research updateResearch update
BETCO: Soft Guidance and Uncertainty

BETCO: Soft Guidance and Uncertainty

The most important new information in the Q4 report was related to the guidance for 2025 and beyond. Overall, management expects a flat development during the year, burdened by the Brazilian market. We see both risks and uncertainty ahead.

Kristoffer Lindström
Research reportResearch report
BETCO: There Is Still Risk on The Downside...

BETCO: There Is Still Risk on The Downside...

We urge caution, as the risks presently outweigh the potential, at least in our opinion.

Kristoffer Lindström
Research noteResearch note
ASMDEE: Management Owns SEK +550m of Stock

ASMDEE: Management Owns SEK +550m of Stock

The market has put a value of SEK 23bn on Asmodee; we dig into the management team and focus on ownership and a profile of the CEO, Thomas Koegler.

Kristoffer Lindström
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