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Idea note
3 min read
Addnode Group (ANODB): Strong Recovery Post-Q1 with Value-Creating Acquisitions
By Kristoffer Lindström
3 min read
Enity (ENITY): Nordic Mortgage Specialist with Strong Unit Economics and Market Position
By Kristoffer Lindström
3 min read
Fractal Gaming Group (FRACTL): Scape Headset Launch
By Kristoffer Lindström
3 min read
Nobia (NOBI): Undervalued Kitchen Giant Poised for Operational Transformation
By Kristoffer Lindström
3 min read
Byggmästaren (AJAB): Safe Life Divestment Unlocks Value While Maintaining Strategic Exposure
By Kristoffer Lindström
3 min read
Inwido (INWI): Quality Company at Full Valuation
By Kristoffer Lindström
4 min read
Sinch (SINCH): Turnaround Opportunity at Attractive Valuation
By Kristoffer Lindström
3 min read
Thule Group (THULE): Post-Earnings Dip Creates Value Entry Point
By Kristoffer Lindström
3 min read
CTT Systems (CTT): Aircraft Humidity Leader Set for Production Recovery
By Kristoffer Lindström
4 min read
Swedencare (SECARE): Value Play in High-Growth Pet Supplements Market
By Kristoffer Lindström
3 min read
Asmodee Group (ASMDEEB): Leading Tabletop Gaming Through Strategic Spinoff
By Kristoffer Lindström
4 min read
Karnov Group (KAR): AI-Powered Legal Tech Turnaround Story
By Kristoffer Lindström
4 min read
Coloplast (COLOB): High-Quality Turnaround Opportunity at Attractive Valuation
By Kristoffer Lindström
4 min read
[Idea note] - Bahnhof: Time to Disconnect
By Kristoffer Lindström
4 min read
RaySearch (RAYB): Breakthrough Quarter Sets Stage for Major Upside
By Kristoffer Lindström
4 min read
cBrain (CBRAIN): Government Digitization Leader Set to Benefit from Regulatory Tailwinds
By Kristoffer Lindström
3 min read
Hufvudstaden (HUFVA): Unleash the Share Buyback
By Kristoffer Lindström
3 min read
[Idea note] - Embracer Group: Undervalued Gaming Conglomerate with Multiple Value Catalysts
By Kristoffer Lindström
2 min read
[Idea note] - Lindex Group: Restructuring Exit and Strategic Value Unlock
By Kristoffer Lindström
3 min read
[Idea note] - Dynavox: Assistive Tech Leader With 100% Upside Potential
By Kristoffer Lindström
3 min read
[Idea note] - Catella: Hidden Gem Emerges as Balance Sheet Simplifies
By Kristoffer Lindström
6 min read
Acast (ACAST): North American Inflection Point Drives Profitability Turnaround
By Kristoffer Lindström
2 min read
Arjo (ARJO): Compelling Turnaround Opportunity Amid Excessive Market Pessimism
By Kristoffer Lindström
![[Idea note] - Embracer Group: Undervalued Gaming Conglomerate with Multiple Value Catalysts](https://media.beehiiv.com/cdn-cgi/image/format=auto,fit=scale-down,onerror=redirect/uploads/asset/file/5462f996-78da-45fd-baa4-366cb983ca0d/ideanote_v3.png)
![[Idea note] - Lindex Group: Restructuring Exit and Strategic Value Unlock](https://media.beehiiv.com/cdn-cgi/image/format=auto,fit=scale-down,onerror=redirect/uploads/asset/file/9d696787-9fef-47b8-ba76-d03a7afe1056/ideanote_v3.png)
![[Idea note] - Dynavox: Assistive Tech Leader With 100% Upside Potential](https://media.beehiiv.com/cdn-cgi/image/format=auto,fit=scale-down,onerror=redirect/uploads/asset/file/cc5bee97-8cae-4b0d-a795-aa3cb1d8e47c/ideanote_v3.png)
![[Idea note] - Catella: Hidden Gem Emerges as Balance Sheet Simplifies](https://media.beehiiv.com/cdn-cgi/image/format=auto,fit=scale-down,onerror=redirect/uploads/asset/file/c68d3412-a326-4aee-a574-0d45e0b8ce27/ideanote_v3.png)
