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LATEST RESEARCH & COMMENTS

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2/3/2026

Physitrack (PTRK): Market Overreaction Creates an Attractive Entry Point

Physitrack (PTRK)

Research Report

Portfolio Memo

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9/30/2025

Sleep Cycle (SLEEP): Wake-up Call - Conviction Case

Sleep Cycle (SLEEP)

Research Report

Portfolio Memo

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9/18/2025

Embracer Group (EMBRACB): Value Creative Buybacks - Conviction case

Research Report

Embracer Group (EMBRACB)

Portfolio Memo

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8/23/2025

Embracer Group (EMBRACB): Coffee Stain Spin-off Poised to Unlock SEK 9bn in Hidden Value - Conviction Case

Research Report

Embracer Group (EMBRACB)

Portfolio Memo

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5/27/2025

Physitrack PLC (PTRK): Severely Mispriced Opportunity in an Overlooked Nordic Microcap - Conviction Case

Physitrack (PTRK)

Research Report

Portfolio Memo

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10/25/2024

BETCO: Betting on the Wrong Strategy - Conviction case

Research Report

Better Collective (BETCO)

Portfolio Memo

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Portfolio Memo

LATEST RESEARCH & COMMENTS

Physitrack (PTRK): Market Overreaction Creates an Attractive Entry Point

Sleep Cycle (SLEEP): Wake-up Call - Conviction Case

Embracer Group (EMBRACB): Value Creative Buybacks - Conviction case

Embracer Group (EMBRACB): Coffee Stain Spin-off Poised to Unlock SEK 9bn in Hidden Value - Conviction Case

Physitrack PLC (PTRK): Severely Mispriced Opportunity in an Overlooked Nordic Microcap - Conviction Case

BETCO: Betting on the Wrong Strategy - Conviction case

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