Outsiders’ Corner

Inside the Corner: October 2026

Cost savings vs Accountability + Focus. EQT most attractively priced piece within Investor’s portfolio? Eurofins rewarded from buybacks. Norbit CEO…

Oct 21 • Ole

8

2

September 2026

Inside the Corner - September 2026

Sentiment follows Price. A look at the Portfolio after a month of not checking prices.

Sep 30 • Ole

6

1

Norbit

Excellent track-record, Ambitious growth goals and Valuation down = Opportunity?

Sep 27 • Ole

11

4

4

August 2026

Nekkar - Part II

A late-cycle defence beneficiary, with improving revenue quality and the foundations of an advantaged industrial technology acquirer.

Aug 28 • Ole

6

3

Inside the Corner - August 2026

Momentum vs Fundamental investing & Portfolio Update

Aug 25 • Ole

5

1

Q2 26 Key Holdings Update

Adyen, Constellation, Topicus, AG Barr, Harvia, Lemonade and (next writeup) Norbit

Aug 17 • Ole

9

2

July 2026

Nordic Industrials - 2026

Third edition of Nordic Industrials. Updated list and a look at the performance from past screens.

Jul 31 • Ole

15

3

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 • Ole

7

1

EQT

Europe's leading alternative asset manager, for the first time trading cheaper than it's big brother

Jul 21 • Ole

13

4

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 • Ole

4

1

Investor - NAV discount gone

22% YTD return. Breaking down forward CAGR scenarios, the case for more debt, and a look at Capital Allocation.

Jul 8 • Ole

10

5

1

June 2026

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 • Ole

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1