For this edition we’re taking a look at North Media, which is a case that I really like, but has a bit of troubles. However it’s a fun case to value, and somewhat decent when looking at other things. So here’s my write-up on North Media, enjoy! Business North Media can be split into two … Continue reading North Media (NORTHM)
2022 annual review
The structure of this annual review will be as follows: Introductory ramblings Returns Reading and listening in 2022 Targets for 2023 Outro Introductory ramblings Any sane investor can quickly realize the pointlessness of calendar year returns, yet here we are, tied to the calendar. Buffett uses sliding five year periods when comparing his returns to … Continue reading 2022 annual review
How to start investing?
This is quite a common question, especially after a long bull market, where everyone seems to make money in the markets. It is great that people realise that their money can work for them, be compounded, in order to generate a small fortune. However, since few professional money managers can outperform the market consistently over … Continue reading How to start investing?
For this edition I once again asked my followers on twitter to select one of three stocks, and Inwido was the winner. So here’s my write-up on Inwido, enjoy! Business Inwido is a Swedish company that offer windows, doors, and related products. They are active in most of Europe, but Scandinavia is the largest and … Continue reading Inwido (INWI)
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)
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)