Carnegie All Cap believes Coloplast presents a compelling turnaround opportunity.
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
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...
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.
![[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)
