Research Report

LATEST RESEARCH & COMMENTS

Date

Report

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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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12/5/2025

Physitrack (PTRK): Extremely Favorable Risk-Reward Situation

Physitrack (PTRK)

Research Report

→

10/15/2025

Better Collective (BETCO): Artificial Air - Update

Research Report

Better Collective (BETCO)

→

9/30/2025

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

Sleep Cycle (SLEEP)

Research Report

Portfolio Memo

→

9/18/2025

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

Research Report

Embracer Group (EMBRACB)

Portfolio Memo

→

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

→

8/1/2025

PTRK: Road to Value

Physitrack (PTRK)

Research Report

→

5/27/2025

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

Physitrack (PTRK)

Research Report

Portfolio Memo

→

2/21/2025

Better Collective (BETCO): Soft Guidance and Uncertainty

Research Report

Better Collective (BETCO)

→

2/14/2025

Better Collective (BETCO): There Is Still Risk on The Downside

Research Report

Better Collective (BETCO)

→

1/30/2025

Embracer (EMBRACB): KC:D2 market expectations and data indications

Research Report

Embracer Group (EMBRACB)

→

10/25/2024

BETCO: Betting on the Wrong Strategy - Conviction case

Research Report

Better Collective (BETCO)

Portfolio Memo

→

Independent | Professional | Unbiased

Research Report

LATEST RESEARCH & COMMENTS

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

Physitrack (PTRK): Extremely Favorable Risk-Reward Situation

Better Collective (BETCO): Artificial Air - Update

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

PTRK: Road to Value

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

Better Collective (BETCO): Soft Guidance and Uncertainty

Better Collective (BETCO): There Is Still Risk on The Downside

Embracer (EMBRACB): KC:D2 market expectations and data indications

BETCO: Betting on the Wrong Strategy - Conviction case

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