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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
2
Q1 26 Key Holdings Update
Cover: Topicus, Medistim, Shift4 and Harvia.
May 8
•
Ole
7
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
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
Asseco Poland
Layer upon layer of Holding Structures - enabling autonomy + aligned incentives in both operations and capital allocation.
Nov 30, 2025
•
Ole
51
4
2
Eurofins Scientific
36,000% return over 25 years, then flat for the last 3. Could now be a good time to look at this compounder?
Oct 2, 2025
•
Ole
11
6
Medistim
Norwegian Medical Equipment Leader currently growing 25%, EBIT margins of 30% and ROIC of 35%
Sep 13, 2025
•
Ole
17
4
Nordnet - 2025 Update
Stock up 50% since last writeup, what's next?
Jul 1, 2025
•
Ole
9
3
Topicus
A closer look at the Top-Ranked Company in the Serial Acquirer Sector Writeup
Apr 30, 2025
•
Ole
52
15
4
MBB - 2024 Update
Follow-up on a German company up 50% YTD, having now multiplied sales by 28x since it's public listing in 2006, with less and less shares outstanding.
Apr 11, 2025
•
Ole
20
7
Shift4 - Investor Day Update
Insights from Investor Day, Global Blue Acquisition, and Founder leave for NASA
Feb 23, 2025
•
Ole
9
2
2
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