Buying (Premium)

Today we have added a new name to the portfolio. It’s a newly listed Nordic gaming company where the market is yet to appreciate the underlying quality. As this was a spin-off, there has also been some mechanical selling pressure, plus insiders are buying frequently.

Premium subscribers received the name, the level, and the position size. The full reasoning goes out in a deep dive or memo shortly.

Portfolio transactions are sent to premium subscribers in real time. Click here to upgrade to Premium.