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)

Brødrene Hartmann (HART)

For this edition of ValueTeddy’s Write-ups, we are taking a look at the Danish packaging company Brødrene Hartmann. Brødrene Hartmann, headquartered in Denmark, is the world’s leading manufacturer of moulded-fibre egg packaging. They also manufacture fruit packaging, and they are also one of the world’s largest manufacturers of technology for the production of moulded-fibre packaging. … Continue reading Brødrene Hartmann (HART)

Wilh. Wilhelmsen (WWI), Wallenius Wilhelmsen (WAWI), Treasure (TRE)

For this edition of ValueTeddy’s Write-ups, we are taking a look at the Norwegian holding company Wilh. Wilhelmsen Holding (WWI). The reason I came across this stock is in part due to @89Olle yet again. He told me about a very discounted value play, which is majority owned by WWI. This value play, was spun off from … Continue reading Wilh. Wilhelmsen (WWI), Wallenius Wilhelmsen (WAWI), Treasure (TRE)