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? →

Inwido (INWI)

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) →

Catella (CAT)

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 →

Dividends and Dividend Yield

In this post I am going to tackle dividends, and dividend yield. First I am going to focus on the capital allocation aspect of dividends, and then there will be a brief discussion about dividend yield. Paying high dividends means that the company uses a lot of the cash it generates to pay dividends to … Continue reading Dividends and Dividend Yield →

My Investment Strategy

My overall strategy focuses on two factors: the quality of the business, and the price. High profitability historically and in the futureReasonable balance sheetFair price Quality Here are some examples of what I consider when trying to determine the quality of a company. ProfitabilityAre the margins good? (EBITDA, EBIT, and OPCF)Is the Return on Invested … Continue reading My Investment Strategy →

Are Preferred Shares Useless?

Preferred shares are a relatively popular asset class, especially for Swedish, so called, dividend investors. This is due to the fact that most preferred shares pay a quarterly dividend unlike common stock, which usually pay an annual dividend. But how good are preferred shares as an asset class? What are preferred shares? First of all, … Continue reading Are Preferred Shares Useless? →

Förbättra din analysmodell med VOS Indicator

Venture Capital-firmor är väldigt rutinerade investerare, som dagligen blir uppsökta av entreprenörer på jakt efter kapital. För att klara av det trycket, har de utvecklat sofistikerade modeller för att snabbt kunna sålla agnarna från vetet. Ett sådant verktyg kallas Venture Capital Four Factors, eller Venture Oportunity Screening Indicator (VOS indicator).