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

12/18/2025

Sleep Cycle (SLEEP): Major SDK Licensing Deal Announced

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12/9/2025

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

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12/5/2025

Physitrack (PTRK): Extremely Favorable Risk-Reward Situation

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11/26/2025

Embracer (EMBRACB): Unleashing the GOAT

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11/26/2025

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

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11/14/2025

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

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10/24/2025

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

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10/24/2025

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

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10/17/2025

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

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10/16/2025

Why Carasent (CARA) Stock Is Up Today

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10/15/2025

Better Collective (BETCO): Artificial Air - Update

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10/10/2025

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

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9/30/2025

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

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9/26/2025

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

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9/18/2025

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

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9/1/2025

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

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9/1/2025

Talkpool (TALK): Micro Cap Growth - Idea Note

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8/29/2025

Introducing: The Conviction List

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8/26/2025

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

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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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8/18/2025

Better Collective (BETCO) - July Traffic Tracker Update

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8/4/2025

Discovery report #15

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8/1/2025

PTRK: Road to Value

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7/28/2025

Discovery report #14

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7/25/2025

Better Collective (BETCO): Continued Traffic Weakness for Q2

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7/24/2025

Addnode Group (ANODB): Strong Recovery Post-Q1 with Value-Creating Acquisitions

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7/21/2025

Lind Research #13

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7/18/2025

Enity (ENITY): Nordic Mortgage Specialist with Strong Unit Economics and Market Position

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