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Global Stock Ideas from a Nordic perspective

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10 senaste inläggen

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2021-01-02 - Summary of 2020
Intro Much can be said about this year, I choose to focus on how extreme the dispersion been this year. A very small subset of the markets has been doing tremendously well in 2020. Bitcoin has tripled..

2020-12-31 - Synektik - Betting on Polish healthcare
Summary + Strong core business of radiopharmaceuticals, natural moat where products can only be produced locally. + Added an extremely successful leg as exclusive Polish distributor of Da Vinci..

2020-11-29 - Portfolio walkthrough - short comments
It’s high time to review my holdings and if anything changed in their investment thesis. This will be a monster post, for me it’s a great way to review all my holdings and make sure I stay..

2020-10-12 - Guest Post - A bullish scenario for global..
We have had many good discussions around Macro lately, so I requested another guest post, enjoy! It's well known that one of the biggest drivers of strong performance for global equities since the..

2020-09-30 - Smartphone usage - ticking time bomb - Part 1
Intro A time bomb is currently ticking in most of our bodies, maybe you are aware of it. But very few of us do anything about it, especially for our kids. This post is the backdrop to a series of post..

2020-08-16 - Breaking 100% Return & Trading disclosure
I can today proudly and happily announce that I reached over 100% return since I started this blog in March 2016. To be exact a 104.9% return vs MSCI World at 60.1%. This has been done with a..

2020-08-02 - Speculation is back
I introduced my three buckets of investing about 2 years ago it was a major step forward for refining my investment strategy. I have stuck to it since, focusing mainly on my long term holdings and..

2020-07-21 - Portfolio re-balancing & some thoughts
Some thoughts… I have been thinking and discussing a lot over the past few months, what is actually going on in the world? I think most investors have been taken by surprise by size of the..

2020-07-12 - Short Dairy Farm update
Dairy Farm is one of two holdings I held more than 2 years, which still has a negative return. Previous poor management combined with Hong Kong protest and Coronavirus has made this (normally)..

2020-06-28 - Selling LG Chem - My last holding from my first..
Over the years as I have become more confident in my investment style and invested less and less through themes. A theme can still be a good backdrop for the investment case, but I want to pick a..

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