Buying (Premium)

We added a position to the portfolio today. It’s a Nordic SaaS company with a hidden-quality subsidiary that will now be more visible for the market. The share is down sharply, mostly related to the AI SaaS worry, so we are buying.

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.