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LATEST RESEARCH & COMMENTS

Date

Report

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2/4/2026

Sleep Cycle (SLEEP): Taking the L

Sleep Cycle (SLEEP)

Note

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1/30/2026

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

Note

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1/8/2026

Physitrack (PTRK): The Thesis Still Holds

Physitrack (PTRK)

Note

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12/9/2025

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

Ticker:EMBRACB

Note

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11/26/2025

Embracer (EMBRACB): Unleashing the GOAT

Ticker:EMBRACB

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11/26/2025

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

Physitrack (PTRK)

Note

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10/17/2025

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

Better Collective (BETCO)

Note

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9/26/2025

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

Physitrack (PTRK)

Note

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8/26/2025

Physitrack (PTRK) - Overhang Lifted, Path to Fair Value Clears

Physitrack (PTRK)

Note

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8/18/2025

Better Collective (BETCO) - July Traffic Tracker Update

Better Collective (BETCO)

Note

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7/25/2025

Better Collective (BETCO): Continued Traffic Weakness for Q2

Better Collective (BETCO)

Note

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7/17/2025

Physitrack (PTRK): What We Hope to See in the Q2 Report

Physitrack (PTRK)

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6/10/2025

Asmodee (ASMDEEB): Acquires the IP of Zombicide, Here is What We Know

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Ticker:ASMDEEB

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5/26/2025

Better Collective (BETCO): Red flags from the Q1 report

Better Collective (BETCO)

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2/5/2025

Asmodee (ASMDEEB): Management Owns SEK +550m of Stock

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Ticker:ASMDEEB

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2/4/2025

Embracer (EMBRACB): Strong KC:D2 Critic Score & Topping Charts + Asmodee X Date

Ticker:EMBRACB

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10/7/2024

Nordic SaaS: Declines in The Big SaaS Names - Research Note

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