Lind Research #13

Welcome to Lind Research. This week, we showcased a preview of PTRK's Q2 report. Idea notes on NOBI, FRACTL, and ENITY, along with highlights of insider activity in PLEJD and DYVOX.

Research

This is the Research section; It includes our published reports, updates, and notes from the past week, covering companies we’ve already investigated in more depth. These pieces reflect ongoing research, updated views, or new insights as part of our active coverage.

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Physitrack (PTRK): What We Hope to See in the Q2 Report

Physitrack (PTRK) is scheduled to release its report for the second quarter of 2025 on July 24. We have written a note on what we will focus on when reading the report and what we hope to see. We also highlight that third-party data, such as website visitors and LinkedIn profiles, indicate both a steady influx of new customers in Lifecare and that cost reductions are underway.

Read the complete note here.

Idea notes

This is the Idea note section; It’s a collection of early signals – companies mentioned in fund letters, blogs, or by sharp investors online. Not a full pitch, just a starting point for ideas that might be worth a more in-depth look.

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Undervalued Kitchen Giant Poised for Operational Transformation

Ticker: NOBI | Timeframe: 18-24 months | 🔁 Turnaround

Read the complete Idea note here.

Strong Early Performance Signaling Successful Market Entry

Ticker: FRACTL | Timeframe: 6-12 months | 🚅 Momentum

Read the complete Idea note here.

Nordic Mortgage Specialist with Strong Unit Economics and Market Position

Ticker: ENITY | Timeframe: 12-18 months | 📈 Bullish

Read the complete Idea note here.

Insider activity

Here, we seek out standout transactions from company insiders that may indicate a need for closer examination of the company.

Plejd AB (PLEJD)

Iman Karimi, Chief People Officer at smart home company Plejd, sold 5,000 shares on July 15 at a price of SEK 872.36 per share. The transaction totals SEK 4.36 million, according to the Swedish Financial Supervisory Authority’s insider register.

Dynavox (DYVOX)

Following Dynavox’s earnings release on Friday, CEO Fredrik Ruben purchased 9,650 shares for approximately SEK 1.1 million at SEK 108.80 per share. CFO Linda Tybring also bought 7,673 shares at SEK 116.50, a transaction worth just under SEK 0.9 million.

Attendo (ATT)

Following Attendo’s Q2 report, board member Hugo Lewné purchased 30,000 shares on July 18 at SEK 62.90 per share, totaling SEK 1.89 million. The transaction coincided with the company’s announcement to resume its share buyback program.