Outsiders' Corner

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 - Q3 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

Serial Acquirers - 2026

Updated Deep-dive into 7 Acquisitive Industrial Companies

Apr 4 • Ole

10

2

March 2026

Inside the Corner - March 26

What Investors Can Learn from Sports – and This Month’s Portfolio Update

Mar 19

4

2

1

Investment AB Latour

Excellent Track-record shadowed by a NAV premium finally being closed.

Mar 15 • Ole

9

2

2

Kontron AG

Growing Order Backlog, Improved Business Quality & Price down. Opportunity?

Mar 8 • Ole

11

3

February 2026

Investor AB - FY2025 Update

Underlying EBITA growth and Contributors in a record year and our thoughts on Valuation for the Family-run Conglomerate

Feb 19 • Ole

5

1

Inside the Corner - Feb 26

Valuation models, Medistim attractive (?) and Portfolio Update

Feb 16 • Ole

3

6

1

January 2026

Inside the Corner - Jan 2026

World-record, Hit-rates, Intrinsic Value and Portfolio Update

Jan 22 • Ole

7

1