Portfolio Spotlight - Q3 25

Suggestion from Subscriber, 5min read

Today, I got an excellent suggestion from a subscriber — to explain what prices our portfolio companies trade at, what prices I find them attractive, and my assessment of forward returns from here. Different from Inside The Corner, where we go over Portfolio structure, results and what we’re currently thinking about doing.

I wanted to make it a bit unique, so I also decided to include company highlights from the previous quarter and what we’re keeping an eye on in the next.

But, as always, the future is uncertain, and forecasts often tell you more about the forecaster (me) than the future itself.

Either way, I hope you’ve had a great weekend! If you’re a free subscriber, you’ll only be able to see the first 2 slides. If you’re thinking about subscribing, it’s $8 a month or $60 a year.

I hope you enjoy it!

Until next time,
Ole