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Conviction List


A curated selection of our highest-conviction ideas across the Lind Research coverage universe. These are companies where we see a desirable risk/reward profile, a meaningful margin of safety, and clear catalysts for value creation. Inclusion on the Conviction List reflects our strongest analytical conviction - not just positive fundamentals, but also a differentiated view versus market consensus.


CONVICTION LIST RETURNS



The conviction list is a paid product of Lind Research and is included in both our premium and professional offerings. Find out more about premium here.


LATEST RESEARCH REPORTS & COMMENTS

Date

Report

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9/30/2025

Sleep Cycle (SLEEP): Wake-up Call - Conviction Case

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9/18/2025

Embracer Group (EMBRACB): Value Creative Buybacks - Conviction case

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8/29/2025

Introducing: The Conviction List

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8/23/2025

Embracer Group (EMBRACB): Coffee Stain Spin-off Poised to Unlock SEK 9bn in Hidden Value - Conviction Case

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5/27/2025

Physitrack PLC (PTRK): Severely Mispriced Opportunity in an Overlooked Nordic Microcap - Conviction Case

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10/25/2024

BETCO: Betting on the Wrong Strategy - Conviction case

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