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Nekkar - Part II
A late-cycle defence beneficiary, with improving revenue quality and the foundations of an advantaged industrial technology acquirer.
Aug 28
•
Ole
3
2
Inside the Corner - August 2026
Momentum vs Fundamental investing & Portfolio Update
Aug 25
•
Ole
4
1
Q2 26 Key Holdings Update
Adyen, Constellation, Topicus, AG Barr, Harvia, Lemonade and (next writeup) Norbit
Aug 17
•
Ole
8
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
14
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
12
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
5
1
Adyen
The standout payments player from 2 years ago deserved an update.
Jun 23
•
Ole
6
3
May 2026
Inside the Corner - May 2026
AG Barr, Investor (ABB), MBB (DTS, Aumann), Shift4 and Adyen. + Lessons from Adnan (REQ) about Serial Acquirers.
May 29
•
Ole
3
1
Q1 26 Key Holdings Update
Cover: Topicus, Medistim, Shift4 and Harvia.
May 8
•
Ole
7
2
1
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