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Research

Idea noteIdea note
[Idea note] - cBrain: Government Digitization Leader Set to Benefit from Regulatory Tailwinds

[Idea note] - cBrain: Government Digitization Leader Set to Benefit from Regulatory Tailwinds

Lannebo Teknik Småbolag believes cBrain offers a compelling investment opportunity due to...

Kristoffer Lindström
[Idea note] - Hufvudstaden: Unleash the Share Buyback

[Idea note] - Hufvudstaden: Unleash the Share Buyback

Richard Bråse argues that Hufvudstaden has a unique opportunity that no other Swedish real estate company can seize: meaningful share buybacks from

Kristoffer Lindström
NewsletterNewsletter
Lind Research #9

Lind Research #9

Research: ASMDEE - Ideas: EMBRAC, LINDEX, DYVOX, CATB - Insider: STORY, EVO, EOID

Kristoffer Lindström
Idea noteIdea note
[Idea note] - Embracer Group: Undervalued Gaming Conglomerate with Multiple Value Catalysts

[Idea note] - Embracer Group: Undervalued Gaming Conglomerate with Multiple Value Catalysts

Lancelot Fonder believes that Embracer Group represents a compelling special situation investment despite...

Kristoffer Lindström
Idea noteIdea note
[Idea note] - Lindex Group: Restructuring Exit and Strategic Value Unlock

[Idea note] - Lindex Group: Restructuring Exit and Strategic Value Unlock

Magnus see a special situation value unlock opportunity as Lindex Group approaches...

Kristoffer Lindström
Idea noteIdea note
[Idea note] - Dynavox: Assistive Tech Leader With 100% Upside Potential

[Idea note] - Dynavox: Assistive Tech Leader With 100% Upside Potential

Despite strong fundamentals and proven societal value, the market underappreciates Dynavox’s growth potential...

Kristoffer Lindström
Idea noteIdea note
[Idea note] - Catella: Hidden Gem Emerges as Balance Sheet Simplifies

[Idea note] - Catella: Hidden Gem Emerges as Balance Sheet Simplifies

Kavaljer believes that Catella represents a classic sum-of-the-parts opportunity where...

Kristoffer Lindström
Flash noteFlash note
[Flash note] - ASMDEE: Acquires the IP of Zombicide, Here is What We Know

[Flash note] - ASMDEE: Acquires the IP of Zombicide, Here is What We Know

This morning ASMDEE-B announced the acquisition of Zombicide. The IP encompasses multiple game lines.

Kristoffer Lindström
NewsletterNewsletter
Lind Research #8

Lind Research #8

This week, we highlight PTRK, ARJO, ACAST, and insider activity in BONEX, GIGSDB, and VERVE.

Kristoffer Lindström
Idea noteIdea note
[Idea note] - ACAST: North American Inflection Point Drives Profitability Turnaround

[Idea note] - ACAST: North American Inflection Point Drives Profitability Turnaround

Protean believes Acast is experiencing a transformational shift in its North American operations, with...

Kristoffer Lindström
Idea noteIdea note
[Idea note] - ARJO: Compelling Turnaround Opportunity Amid Excessive Market Pessimism

[Idea note] - ARJO: Compelling Turnaround Opportunity Amid Excessive Market Pessimism

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.

Kristoffer Lindström
NewsletterNewsletter
Lind Research #7

Lind Research #7

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

Kristoffer Lindström
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