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Nordic Industrials - 2026 Edition
Third edition of Nordic Industrials. Performance from past screens and an updated list with 5 handpicked ideas.
Jul 31
•
Ole
12
2
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
11
2
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
7
3
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. 20% growth, 4% free cashflow yield and a massive net cash position (finally) being…
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
Bench and Watchlist - Q1 2026
Cover: Harvia, Momentum Group, Scottish Mortgage, AG Barr and GCI Liberty
May 5
•
Ole
11
1
3
April 2026
Inside the Corner - April 26
20x variance in returns from same growth? Portfolio Update and a new idea to replace Secure Waste Infrastructure.
Apr 26
•
Ole
7
3
1
Price update
No change for current subscribers
Apr 12
•
Ole
2
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