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.

RESEARCH BY TYPE

RESEARCH BY COMPANY

ALL RESEARCH REPORTS & COMMENTS

Date

Report

3/30/2026

The EU AI Act Gets a 16-Month Extension; Some Nordic Names Benefit More Than Others.

Carasent (CARA)

Smart Eye (SEYE)

cBrain (CBRAIN)

Klarna (KLAR)

Flat Capital (FLATB)

Research Comment

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3/30/2026

Physitrack (PTRK): First US Deal Signals Physitrack's Enterprise Pivot Is Working

Physitrack (PTRK)

Research Note

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3/27/2026

Physitrack (PTRK): Lands Two Swiss Deals in 17 Days

Research Note

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2/22/2026

Weekly Research Roundup #18

Research Roundup

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2/20/2026

Physitrack (PTRK): Value Creative Buyback Program Announced

Physitrack (PTRK)

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2/20/2026

Better Collective (BETCO): Structural Headwinds and Near-Term Weakness

Better Collective (BETCO)

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2/13/2026

Activist Insight #1

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2/8/2026

Discovery report #17

Research Roundup

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2/4/2026

Sleep Cycle (SLEEP): Taking the L

Sleep Cycle (SLEEP)

Research Note

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2/3/2026

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

Physitrack (PTRK)

Research Report

Portfolio Memo

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1/30/2026

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

Research Note

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1/8/2026

Physitrack (PTRK): The Thesis Still Holds

Physitrack (PTRK)

Research Note

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12/18/2025

Sleep Cycle (SLEEP): Major SDK Licensing Deal Announced

Sleep Cycle (SLEEP)

Research Comment

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12/9/2025

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

Embracer Group (EMBRACB)

Research Note

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12/5/2025

Physitrack (PTRK): Extremely Favorable Risk-Reward Situation

Physitrack (PTRK)

Research Report

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11/26/2025

Embracer (EMBRACB): Unleashing the GOAT

Embracer Group (EMBRACB)

Research Note

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11/26/2025

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

Physitrack (PTRK)

Research Note

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11/14/2025

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

Embracer Group (EMBRACB)

Research Comment

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10/24/2025

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

Physitrack (PTRK)

Research Comment

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10/24/2025

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

Sleep Cycle (SLEEP)

Research Comment

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10/17/2025

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

Better Collective (BETCO)

Research Note

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10/16/2025

Why Carasent (CARA) Stock Is Up Today

Carasent (CARA)

Research Comment

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10/15/2025

Better Collective (BETCO): Artificial Air - Update

Research Report

Better Collective (BETCO)

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10/10/2025

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

Cheffelo (CHEF)

Research Comment

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9/30/2025

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

Sleep Cycle (SLEEP)

Research Report

Portfolio Memo

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9/26/2025

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

Physitrack (PTRK)

Research Note

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9/18/2025

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

Research Report

Embracer Group (EMBRACB)

Portfolio Memo

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9/1/2025

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

Investor Watch

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9/1/2025

Talkpool (TALK): Micro Cap Growth - Idea Note

TalkPool (TALK)

Investor Watch

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8/29/2025

Introducing: The Conviction List

Portfolio report

→

More research

Equity Research to Your Inbox

Research

RESEARCH BY TYPE

RESEARCH BY COMPANY

ALL RESEARCH REPORTS & COMMENTS

The EU AI Act Gets a 16-Month Extension; Some Nordic Names Benefit More Than Others.

Physitrack (PTRK): First US Deal Signals Physitrack's Enterprise Pivot Is Working

Physitrack (PTRK): Lands Two Swiss Deals in 17 Days

Weekly Research Roundup #18

Physitrack (PTRK): Value Creative Buyback Program Announced

Better Collective (BETCO): Structural Headwinds and Near-Term Weakness

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

Equity Research to Your Inbox

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Lind Research