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Conviction Case
2 min read
Sleep Cycle (SLEEP): Wake-up Call - Conviction Case
By Kristoffer Lindström
6 min read
Embracer Group (EMBRACB): Value Creative Buybacks - Conviction case
By Kristoffer Lindström
5 min read
Introducing: The Conviction List
By Kristoffer Lindström
2 min read
Embracer Group (EMBRACB): Coffee Stain Spin-off Poised to Unlock SEK 9bn in Hidden Value - Conviction Case
By Kristoffer Lindström
3 min read
Physitrack PLC (PTRK): Severely Mispriced Opportunity in an Overlooked Nordic Microcap - Conviction Case
By Kristoffer Lindström
4 min read
BETCO: Betting on the Wrong Strategy - Conviction case
By Kristoffer Lindström