Research Note

| RESEARCH

Embracer Group (EMBRACB)

Research Note

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

Kristoffer Lindström

Jun 26, 2026

Treucaller (TRUEB)

Research Note

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

Kristoffer Lindström

Jun 17, 2026

Acast (ACAST)

Research 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)

Research Note

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

Kristoffer Lindström

May 19, 2026

Coffee Stain (COFFEEB)

Research Note

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

Kristoffer Lindström

May 11, 2026

Sleep Cycle (SLEEP)

Research Note

Sleep Cycle (SLEEP): Closing the Cycle

Kristoffer Lindström

May 11, 2026

Better Collective (BETCO)

Research Note

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

Kristoffer Lindström

Apr 17, 2026

Physitrack (PTRK)

Research Note

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

Kristoffer Lindström

Mar 30, 2026

Physitrack (PTRK)

Research Note

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

Kristoffer Lindström

Mar 27, 2026

Sleep Cycle (SLEEP)

Research Note

Sleep Cycle (SLEEP): Taking the L

Kristoffer Lindström

Feb 4, 2026

Research Note

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

Kristoffer Lindström

Jan 30, 2026

Physitrack (PTRK)

Research Note

Physitrack (PTRK): The Thesis Still Holds

Kristoffer Lindström

Jan 8, 2026

Embracer Group (EMBRACB)

Research Note

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

Kristoffer Lindström

Dec 9, 2025

Embracer Group (EMBRACB)

Research Note

Embracer (EMBRACB): Unleashing the GOAT

Kristoffer Lindström

Nov 26, 2025

Physitrack (PTRK)

Research Note

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

Kristoffer Lindström

Nov 26, 2025

Better Collective (BETCO)

Research Note

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

Kristoffer Lindström

Oct 17, 2025

Physitrack (PTRK)

Research Note

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

Kristoffer Lindström

Sep 26, 2025

Physitrack (PTRK)

Research Note

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

Kristoffer Lindström

Aug 26, 2025

Better Collective (BETCO)

Research Note

Better Collective (BETCO) - July Traffic Tracker Update

Kristoffer Lindström

Aug 18, 2025

Better Collective (BETCO)

Research Note

Better Collective (BETCO): Continued Traffic Weakness for Q2

Kristoffer Lindström

Jul 25, 2025

Physitrack (PTRK)

Research Note

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

Kristoffer Lindström

Jul 17, 2025

Research Note

Asmodee (ASMDEEB)

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

Kristoffer Lindström

Jun 10, 2025

Better Collective (BETCO)

Research Note

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

Kristoffer Lindström

May 26, 2025

Research Note

Asmodee (ASMDEEB)

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

Kristoffer Lindström

Feb 5, 2025

Embracer Group (EMBRACB)

Research Note

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

Kristoffer Lindström

Feb 4, 2025

Date

Report

→

6/26/2026

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

Embracer Group (EMBRACB)

Research Note

→

6/17/2026

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

Treucaller (TRUEB)

Research Note

→

6/4/2026

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

Acast (ACAST)

Research Note

→

5/19/2026

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

Embracer Group (EMBRACB)

Research Note

→

5/11/2026

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

Coffee Stain (COFFEEB)

Research Note

→

5/11/2026

Sleep Cycle (SLEEP): Closing the Cycle

Sleep Cycle (SLEEP)

Research Note

→

4/17/2026

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

Better Collective (BETCO)

Research Note

→

3/30/2026

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

Physitrack (PTRK)

Research Note

→

3/27/2026

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

Physitrack (PTRK)

Research Note

→

2/4/2026

Sleep Cycle (SLEEP): Taking the L

Sleep Cycle (SLEEP)

Research Note

→

1/30/2026

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

Research Note

→

1/8/2026

Physitrack (PTRK): The Thesis Still Holds

Physitrack (PTRK)

Research Note

→

12/9/2025

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

Embracer Group (EMBRACB)

Research Note

→

11/26/2025

Embracer (EMBRACB): Unleashing the GOAT

Embracer Group (EMBRACB)

Research Note

→

11/26/2025

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

Physitrack (PTRK)

Research Note

→

10/17/2025

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

Better Collective (BETCO)

Research Note

→

9/26/2025

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

Physitrack (PTRK)

Research Note

→

8/26/2025

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

Physitrack (PTRK)

Research Note

→

8/18/2025

Better Collective (BETCO) - July Traffic Tracker Update

Better Collective (BETCO)

Research Note

→

7/25/2025

Better Collective (BETCO): Continued Traffic Weakness for Q2

Better Collective (BETCO)

Research Note

→

7/17/2025

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

Physitrack (PTRK)

Research Note

→

6/10/2025

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

Research Note

Asmodee (ASMDEEB)

→

5/26/2025

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

Better Collective (BETCO)

Research Note

→

2/5/2025

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

Research Note

Asmodee (ASMDEEB)

→

2/4/2025

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

Embracer Group (EMBRACB)

Research Note

→

More research

Independent | Professional | Unbiased

Research Note

| RESEARCH

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): 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

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

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

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

Sleep Cycle (SLEEP): Taking the L

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

Physitrack (PTRK): The Thesis Still Holds

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

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

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

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

Better Collective (BETCO) - July Traffic Tracker Update

Better Collective (BETCO): Continued Traffic Weakness for Q2

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

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

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

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

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

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): 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

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

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

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

Sleep Cycle (SLEEP): Taking the L

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

Physitrack (PTRK): The Thesis Still Holds

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

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

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

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

Better Collective (BETCO) - July Traffic Tracker Update

Better Collective (BETCO): Continued Traffic Weakness for Q2

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

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

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

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

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

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