For this edition of ValueTeddy’s Writeups, I asked my twitter-followers to chose between Catella and North Media. Catella won by quite som margin, getting two thirds of the votes. I first wrote about Catella about two years ago, at a price per share of about 21 sek. Between that post and today I have sold … Continue reading Catella (CAT)
Real Estate rundown, A quick comparison of some Nordic real estate companies
Part 0: Intro I recently took some time to make a broad comparison on some of the Swedish real estate companies. Right now is probably not the best time to enter, but I hope that this comparison can act as a good piece of preparation if the broad downturn in market sentiment towards real estate … Continue reading Real Estate rundown, A quick comparison of some Nordic real estate companies
Embracer (EMBRAC) Update
I first wrote about Embracer in august of 2021. It was then one of my most popular write-ups, and one of the most in-depth write-ups I had ever done. Since the start of 2022 Embracer has declined by about 16%, but is the stock cheap now? Since my write-up of Embracer, a lot of things … Continue reading Embracer (EMBRAC) Update
Nekkar (NKR) Update
This is going to be the first update of a previously written up stock on ValueTeddy’s Writeups. Nekkar is a relatively long term holding of mine, and I wrote about it on 17.05.2021 at a price per share of 8.75 NOK, or a 950 m market cap. On the 17th of February 2022 Nekkar released their fourth … Continue reading Nekkar (NKR) Update
AQ Group (AQ)
In this edition of ValueTeddy’s Write-ups we are examining a Swedish industrial high-quality business, trading at single digit multiples. Business AQ Group is a Swedish manufacturing company that was founded in 1994 and listed on the Stockholm exchange 2001. Their business is divided into two segments: Systems, and Components. Systems include the business divisions Electric … Continue reading AQ Group (AQ)
Gravity (GRVY)
For this edition of ValueTeddy’s Write-Ups we are looking at a very cheap Korean game company called Gravity. Business Gravity is a Korean developer and publisher of online and mobile games. They were founded in 2000, and listed ADRs on NASDAQ in 2005. Gravity’s main IP is Ragnarok, which began with their first game: Ragnarok … Continue reading Gravity (GRVY)
Consensus Asset Management (CAM)
In this edition of ValueTeddy’s Writeups, we are taking a look at a Swedish asset management firm, and the home of “the best fund in the nordics 2020”, Namely Consensus Asset Management. Introduction Consensus Asset Management is a financial company based in Sweden, active in for example, wealth management, pension fund management, corporate finance, and … Continue reading Consensus Asset Management (CAM)
Havyard Group (HYARD) / HAV Group (HAV)
In this edition of ValueTeddy’s writeups, we are taking a look at Havyard Group, a Norwegian marine and maritime company. Havyard Group is a maritime company consisting of two pieces: HAV Group, and Havyard Lervik. The group has roots back to the late 30s, when the shipyard then named Løland Motorverksted was servicing and constructing … Continue reading Havyard Group (HYARD) / HAV Group (HAV)
JOANN (JOAN)
In this edition of ValueTeddy’s writeups, we are taking a look at Joann, the sewing, fabric, and crafts retailer. From a single store in Ohio founded in 1943, to the leading US fabric and craft retailer, JOANN operates approximately 850 stores in nearly every state. The company went public in march of 2021 at 12 … Continue reading JOANN (JOAN)
Thunderful (THUNDR)
For this edition of ValueTeddy’s Write-ups, we are are looking at a smaller Swedish game developer, publisher, and distributor named Thunderful. Thunderful was created in 2019 through the merger of Bergsala and Thunderful. The company went public in December of 2020 and had saw some volatility to say the least. The Business Thunderful splits their … Continue reading Thunderful (THUNDR)
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