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Q2 26 Key Holdings Update
Adyen, Constellation, Topicus, AG Barr, Harvia, Lemonade and (next writeup) Norbit
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Nordic Industrials - 2025
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Topicus
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EQT
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Eurofins Scientific
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Medistim
Norwegian Medical Equipment Leader currently growing 25%, EBIT margins of 30% and ROIC of 35%
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Nordic Industrials - 2025
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Investing Journal
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Q2 26 Key Holdings Update
Adyen, Constellation, Topicus, AG Barr, Harvia, Lemonade and (next writeup) Norbit
17 hrs ago
•
Ole
6
1
Inside the Corner - July 2026
A key lesson learned, recent updates to a few of our Holdings having reported and our usual Portfolio Update.
Jul 26
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Ole
7
1
5 Quality Companies at <1 PEG ratio
5 under the radar quality companies trading at profit multiple's less than their growth expectations for this year
Jul 16
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Ole
4
1
Inside the Corner - June 2026
Lesson from Buffett applied to Adyen's stock. Norbit M&A. Insider purchases. Shift4 Rating update. Investor expensive (?) and a mispriced holding for…
Jun 28
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Ole
5
1
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