Investor Watch

LATEST RESEARCH & COMMENTS

Date

Report

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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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BioGagia (BIOGB)

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9/1/2025

Talkpool (TALK): Micro Cap Growth - Idea Note

TalkPool (TALK)

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7/24/2025

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

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Addnode Group (ANODB)

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7/18/2025

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

Enity Holding (ENITY)

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7/18/2025

Fractal Gaming Group (FRACTL): Scape Headset Launch

Fractal Gaming Group (FRACTL)

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7/17/2025

Nobia (NOBI): Undervalued Kitchen Giant Poised for Operational Transformation

Noabia (NOBI)

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7/10/2025

Byggmästaren (AJAB): Safe Life Divestment Unlocks Value While Maintaining Strategic Exposure

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Ticker:AJAB

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7/10/2025

Inwido (INWI): Quality Company at Full Valuation

Ticker:INWI

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7/10/2025

Sinch (SINCH): Turnaround Opportunity at Attractive Valuation

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Ticker:SINCH

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7/3/2025

Thule Group (THULE): Post-Earnings Dip Creates Value Entry Point

Ticker:THULE

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7/3/2025

CTT Systems (CTT): Aircraft Humidity Leader Set for Production Recovery

Ticker:CTT

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6/29/2025

Swedencare (SECARE): Value Play in High-Growth Pet Supplements Market

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Ticker:SECARE

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6/27/2025

Asmodee Group (ASMDEEB): Leading Tabletop Gaming Through Strategic Spinoff

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Ticker:ASMDEEB

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6/26/2025

Karnov Group (KAR): AI-Powered Legal Tech Turnaround Story

Ticker:KAR

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6/24/2025

Coloplast (COLOB): High-Quality Turnaround Opportunity at Attractive Valuation

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Ticker:COLOB

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6/19/2025

[Idea note] - Bahnhof: Time to Disconnect

Bahnhof (BAHNB)

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6/18/2025

RaySearch (RAYB): Breakthrough Quarter Sets Stage for Major Upside

Ticker:RAYB

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6/17/2025

cBrain (CBRAIN): Government Digitization Leader Set to Benefit from Regulatory Tailwinds

Ticker:CBRAIN

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6/16/2025

Hufvudstaden (HUFVA): Unleash the Share Buyback

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Ticker:HUFVA

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6/15/2025

[Idea note] - Embracer Group: Undervalued Gaming Conglomerate with Multiple Value Catalysts

Ticker:EMBRACB

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6/14/2025

[Idea note] - Lindex Group: Restructuring Exit and Strategic Value Unlock

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6/14/2025

Dynavox (DYVOX): Assistive Tech Leader With 100% Upside Potential - Idea Note

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Dynavox Group (DYVOX)

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6/12/2025

[Idea note] - Catella: Hidden Gem Emerges as Balance Sheet Simplifies

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6/8/2025

Acast (ACAST): North American Inflection Point Drives Profitability Turnaround

Acast (ACAST)

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6/5/2025

Arjo (ARJO): Compelling Turnaround Opportunity Amid Excessive Market Pessimism

Arjp (ARJOB)

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