Note

The short-form, standalone layer, not tied to a full thesis. A single data point, an alternative-data observation, a thematic read, or a first look at a name not yet covered. Notes carry no verdict and require no Deep Dive behind them.

| RESEARCH

Truecaller (TRUEB)

Note

Truecaller (TRUEB): Truecaller's TRAI Dispute Is the Latest Move in a Multiyear Regulatory Campaign

Kristoffer Lindström

Jul 16, 2026

Truecaller (TRUEB)

Note

Truecaller (TRUEB): The Street Starts to Agree: Two Broker Upgrades Follow Our Truecaller Turn

Kristoffer Lindström

Jul 1, 2026

Coffee Stain (COFFEEB)

Note

Coffe Stain (COFFEEB): Fellowship Spikes Again on Season 3

Kristoffer Lindström

Jun 29, 2026

Embracer Group (EMBRACB)

Note

Embracer Group (EMBRACB): Remake Engine is Back in Business

Kristoffer Lindström

Jun 26, 2026

Truecaller (TRUEB)

Note

Truecaller (TRUEB): Truecaller's Google Ad Flag Is Gone, But the Recovery Math Is Still Unwritten

Kristoffer Lindström

Jun 17, 2026

Acast (ACAST)

Note

Acast (ACAST): UK Study: Smart-TV Watch Adoption Confirms Podcasts Are Becoming a Multi-Format Medium

Kristoffer Lindström

Jun 4, 2026

Embracer Group (EMBRACB)

Note

Embracer Group (EMBRACB): Tomb Raider: Legacy of Atlantis release date is revealed; quarter estimate shuffling needed.

Kristoffer Lindström

Jun 2, 2026

Smart Eye (SEYE)

Note

Smart Eye (SEYE): A Major Tier-1 Just Named Smart Eye in a 2028 Production Program

Kristoffer Lindström

Jun 1, 2026

Coffee Stain (COFFEEB)

Note

Coffee Stain (COFFEEB): The Market Bought the Review Bomb. Unwarranted.

Kristoffer Lindström

May 21, 2026

Embracer Group (EMBRACB)

Note

Embracer Group (EMBRACB): The beat is priced; FY26/27 is the real test

Kristoffer Lindström

May 19, 2026

Coffee Stain (COFFEEB)

Note

Coffee Stain (COFFEEB): Five Areas of Focus for Tuesday's Year-End Print

Kristoffer Lindström

May 11, 2026

Sleep Cycle (SLEEP)

Note

Sleep Cycle (SLEEP): Closing the Cycle

Kristoffer Lindström

May 11, 2026

Smart Eye (SEYE)

Note

Smart Eye (SEYE): Seeing Machines Q3 Confirms the EU Pre-Build. Smart Eye Consensus Looks Wrong.

Kristoffer Lindström

May 7, 2026

Better Collective (BETCO)

Note

Better Collective (BETCO): BetMGM Cuts Guidance on Prediction Market Pressure

Kristoffer Lindström

Apr 17, 2026

Carasent (CARA)

Smart Eye (SEYE)

cBrain (CBRAIN)

Klarna (KLAR)

Flat Capital (FLATB)

Note

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

Kristoffer Lindström

Mar 30, 2026

Physitrack (PTRK)

Note

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

Kristoffer Lindström

Mar 30, 2026

Physitrack (PTRK)

Note

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

Kristoffer Lindström

Mar 27, 2026

Note

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

Kristoffer Lindström

Jan 30, 2026

Physitrack (PTRK)

Note

Physitrack (PTRK): The Thesis Still Holds

Kristoffer Lindström

Jan 8, 2026

Sleep Cycle (SLEEP)

Note

Sleep Cycle (SLEEP): Major SDK Licensing Deal Announced

Kristoffer Lindström

Dec 18, 2025

Embracer Group (EMBRACB)

Note

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

Kristoffer Lindström

Dec 9, 2025

Embracer Group (EMBRACB)

Note

Embracer (EMBRACB): Unleashing the GOAT

Kristoffer Lindström

Nov 26, 2025

Physitrack (PTRK)

Note

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

Kristoffer Lindström

Nov 26, 2025

Embracer Group (EMBRACB)

Note

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

Kristoffer Lindström

Nov 14, 2025

Physitrack (PTRK)

Note

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

Kristoffer Lindström

Oct 24, 2025

Date

Report

→

7/16/2026

Truecaller (TRUEB): Truecaller's TRAI Dispute Is the Latest Move in a Multiyear Regulatory Campaign

Truecaller (TRUEB)

Note

→

7/1/2026

Truecaller (TRUEB): The Street Starts to Agree: Two Broker Upgrades Follow Our Truecaller Turn

Truecaller (TRUEB)

Note

→

6/29/2026

Coffe Stain (COFFEEB): Fellowship Spikes Again on Season 3

Coffee Stain (COFFEEB)

Note

→

6/26/2026

Embracer Group (EMBRACB): Remake Engine is Back in Business

Embracer Group (EMBRACB)

Note

→

6/17/2026

Truecaller (TRUEB): Truecaller's Google Ad Flag Is Gone, But the Recovery Math Is Still Unwritten

Truecaller (TRUEB)

Note

→

6/4/2026

Acast (ACAST): UK Study: Smart-TV Watch Adoption Confirms Podcasts Are Becoming a Multi-Format Medium

Acast (ACAST)

Note

→

6/2/2026

Embracer Group (EMBRACB): Tomb Raider: Legacy of Atlantis release date is revealed; quarter estimate shuffling needed.

Embracer Group (EMBRACB)

Note

→

6/1/2026

Smart Eye (SEYE): A Major Tier-1 Just Named Smart Eye in a 2028 Production Program

Smart Eye (SEYE)

Note

→

5/21/2026

Coffee Stain (COFFEEB): The Market Bought the Review Bomb. Unwarranted.

Coffee Stain (COFFEEB)

Note

→

5/19/2026

Embracer Group (EMBRACB): The beat is priced; FY26/27 is the real test

Embracer Group (EMBRACB)

Note

→

5/11/2026

Coffee Stain (COFFEEB): Five Areas of Focus for Tuesday's Year-End Print

Coffee Stain (COFFEEB)

Note

→

5/11/2026

Sleep Cycle (SLEEP): Closing the Cycle

Sleep Cycle (SLEEP)

Note

→

5/7/2026

Smart Eye (SEYE): Seeing Machines Q3 Confirms the EU Pre-Build. Smart Eye Consensus Looks Wrong.

Smart Eye (SEYE)

Note

→

4/17/2026

Better Collective (BETCO): BetMGM Cuts Guidance on Prediction Market Pressure

Better Collective (BETCO)

Note

→

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)

Note

→

3/30/2026

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

Physitrack (PTRK)

Note

→

3/27/2026

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

Physitrack (PTRK)

Note

→

1/30/2026

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

Note

→

1/8/2026

Physitrack (PTRK): The Thesis Still Holds

Physitrack (PTRK)

Note

→

12/18/2025

Sleep Cycle (SLEEP): Major SDK Licensing Deal Announced

Sleep Cycle (SLEEP)

Note

→

12/9/2025

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

Embracer Group (EMBRACB)

Note

→

11/26/2025

Embracer (EMBRACB): Unleashing the GOAT

Embracer Group (EMBRACB)

Note

→

11/26/2025

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

Physitrack (PTRK)

Note

→

11/14/2025

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

Embracer Group (EMBRACB)

Note

→

10/24/2025

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

Physitrack (PTRK)

Note

→

More research

Independent | Professional | Unbiased

Note

| RESEARCH

Truecaller (TRUEB): Truecaller's TRAI Dispute Is the Latest Move in a Multiyear Regulatory Campaign

Truecaller (TRUEB): The Street Starts to Agree: Two Broker Upgrades Follow Our Truecaller Turn

Coffe Stain (COFFEEB): Fellowship Spikes Again on Season 3

Embracer Group (EMBRACB): Remake Engine is Back in Business

Truecaller (TRUEB): Truecaller's Google Ad Flag Is Gone, But the Recovery Math Is Still Unwritten

Acast (ACAST): UK Study: Smart-TV Watch Adoption Confirms Podcasts Are Becoming a Multi-Format Medium

Embracer Group (EMBRACB): Tomb Raider: Legacy of Atlantis release date is revealed; quarter estimate shuffling needed.

Smart Eye (SEYE): A Major Tier-1 Just Named Smart Eye in a 2028 Production Program

Coffee Stain (COFFEEB): The Market Bought the Review Bomb. Unwarranted.

Embracer Group (EMBRACB): The beat is priced; FY26/27 is the real test

Coffee Stain (COFFEEB): Five Areas of Focus for Tuesday's Year-End Print

Sleep Cycle (SLEEP): Closing the Cycle

Smart Eye (SEYE): Seeing Machines Q3 Confirms the EU Pre-Build. Smart Eye Consensus Looks Wrong.

Better Collective (BETCO): BetMGM Cuts Guidance on Prediction Market Pressure

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

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

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

Truecaller (TRUEB): Truecaller's TRAI Dispute Is the Latest Move in a Multiyear Regulatory Campaign

Truecaller (TRUEB): The Street Starts to Agree: Two Broker Upgrades Follow Our Truecaller Turn

Coffe Stain (COFFEEB): Fellowship Spikes Again on Season 3

Embracer Group (EMBRACB): Remake Engine is Back in Business

Truecaller (TRUEB): Truecaller's Google Ad Flag Is Gone, But the Recovery Math Is Still Unwritten

Acast (ACAST): UK Study: Smart-TV Watch Adoption Confirms Podcasts Are Becoming a Multi-Format Medium

Embracer Group (EMBRACB): Tomb Raider: Legacy of Atlantis release date is revealed; quarter estimate shuffling needed.

Smart Eye (SEYE): A Major Tier-1 Just Named Smart Eye in a 2028 Production Program

Coffee Stain (COFFEEB): The Market Bought the Review Bomb. Unwarranted.

Embracer Group (EMBRACB): The beat is priced; FY26/27 is the real test

Coffee Stain (COFFEEB): Five Areas of Focus for Tuesday's Year-End Print

Sleep Cycle (SLEEP): Closing the Cycle

Smart Eye (SEYE): Seeing Machines Q3 Confirms the EU Pre-Build. Smart Eye Consensus Looks Wrong.

Better Collective (BETCO): BetMGM Cuts Guidance on Prediction Market Pressure

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

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

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

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