Research

Lind Research seeks value in the Nordic public equity markets. We provide an in-depth analysis of investment opportunities with compelling risk-reward dynamics.

LATEST RESEARCH REPORTS & COMMENTS

Date

Report

2/13/2026

Activist Insight #1

Activist Insight

→

2/8/2026

Discovery report #17

Discovery Report

→

2/4/2026

Sleep Cycle (SLEEP): Taking the L

Sleep Cycle (SLEEP)

Note

→

2/3/2026

Physitrack (PTRK): Market Overreaction Creates an Attractive Entry Point

Physitrack (PTRK)

Memo

→

1/30/2026

A New Way to Spot Software Spending Trends Before the Market Does

Note

→

1/8/2026

Physitrack (PTRK): The Thesis Still Holds

Physitrack (PTRK)

Note

→

12/18/2025

Sleep Cycle (SLEEP): Major SDK Licensing Deal Announced

Sleep Cycle (SLEEP)

@Research Comment

→

12/9/2025

Embracer Group (EMBRACB): 30% Drop Reveals an Attractive Implied Coffee Stain Valuation

Ticker:EMBRACB

Note

→

12/5/2025

Physitrack (PTRK): Extremely Favorable Risk-Reward Situation

Physitrack (PTRK)

Deep Dive

→

11/26/2025

Embracer (EMBRACB): Unleashing the GOAT

Ticker:EMBRACB

Note

→

11/26/2025

Physitrack (PTRK): Strategic Restructuring Aligns With Long-Term Value Creation

Physitrack (PTRK)

Note

→

11/14/2025

Embracer (EMBRACB): Soft Quarter Ahead of CSG Spin-Off

Ticker:EMBRACB

@Research Comment

→

10/24/2025

Physitrack (PTRK): Market Misses the Cash-Flow and SaaS Quality Shift - Earnings comment

Physitrack (PTRK)

@Research Comment

→

10/24/2025

Sleep Cycle (SLEEP): Diversification Gaining Momentum, but Capital Allocation Now Critical - Earnings comment

Sleep Cycle (SLEEP)

@Research Comment

→

10/17/2025

Better Collective (BETCO): Unlicensed Exposure on HLTV.org

Ticker:BETCO

Note

→

10/16/2025

Why Carasent (CARA) Stock Is Up Today

@Price Alert

Carasent (CARA)

→

10/15/2025

Better Collective (BETCO): Artificial Air - Update

Deep Dive

Ticker:BETCO

→

10/10/2025

Why Cheffelo (CHEF) Stock Is Soaring Today - Price Alert

@Price Alert

Cheffelo (CHEF)

→

9/30/2025

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

Sleep Cycle (SLEEP)

Memo

→

9/26/2025

Physitrack (PTRK): European Insurer Deal Extends MSK Reach - Research Note

Physitrack (PTRK)

Note

→

9/18/2025

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

Ticker:EMBRACB

Memo

→

9/1/2025

BioGaia (BIOG): Strategic Shift to Direct Sales May Obscure Long-Term Upside - Idea Note

Investor Watch

BioGagia (BIOGB)

→

9/1/2025

Talkpool (TALK): Micro Cap Growth - Idea Note

TalkPool (TALK)

Investor Watch

→

8/29/2025

Introducing: The Conviction List

Portfolio report

→

8/26/2025

Physitrack (PTRK) - Overhang Lifted, Path to Fair Value Clears

Physitrack (PTRK)

Note

→

8/23/2025

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

Ticker:EMBRACB

Memo

→

8/18/2025

Better Collective (BETCO) - July Traffic Tracker Update

Ticker:BETCO

Note

→

8/4/2025

Discovery report #15

Discovery Report

→

8/1/2025

PTRK: Road to Value

Physitrack (PTRK)

Deep Dive

→

7/28/2025

Discovery report #14

Discovery Report

→

More research

Equity Research to Your Inbox

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LATEST RESEARCH REPORTS & COMMENTS

Activist Insight #1

Discovery report #17

Sleep Cycle (SLEEP): Taking the L

Physitrack (PTRK): Market Overreaction Creates an Attractive Entry Point

A New Way to Spot Software Spending Trends Before the Market Does

Physitrack (PTRK): The Thesis Still Holds

Sleep Cycle (SLEEP): Major SDK Licensing Deal Announced

Embracer Group (EMBRACB): 30% Drop Reveals an Attractive Implied Coffee Stain Valuation

Physitrack (PTRK): Extremely Favorable Risk-Reward Situation

Embracer (EMBRACB): Unleashing the GOAT

Physitrack (PTRK): Strategic Restructuring Aligns With Long-Term Value Creation

Embracer (EMBRACB): Soft Quarter Ahead of CSG Spin-Off

Physitrack (PTRK): Market Misses the Cash-Flow and SaaS Quality Shift - Earnings comment

Sleep Cycle (SLEEP): Diversification Gaining Momentum, but Capital Allocation Now Critical - Earnings comment

Better Collective (BETCO): Unlicensed Exposure on HLTV.org

Why Carasent (CARA) Stock Is Up Today

Better Collective (BETCO): Artificial Air - Update

Why Cheffelo (CHEF) Stock Is Soaring Today - Price Alert

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

Physitrack (PTRK): European Insurer Deal Extends MSK Reach - Research Note

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

BioGaia (BIOG): Strategic Shift to Direct Sales May Obscure Long-Term Upside - Idea Note

Talkpool (TALK): Micro Cap Growth - Idea Note

Introducing: The Conviction List

Physitrack (PTRK) - Overhang Lifted, Path to Fair Value Clears

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

Better Collective (BETCO) - July Traffic Tracker Update

Discovery report #15

PTRK: Road to Value

Discovery report #14

Equity Research to Your Inbox

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