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) →

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) →

For this edition of ValueTeddy’s Write-ups, we are taking a look at the very impressive workings of Lars Wingefors. It is of course Embracer, which in just a few years has acquired its way to a multi-billion SEK market cap. Since its IPO at 9 SEK in November of 2016, it has returned about 2400%, … Continue reading Embracer (EMBRAC) →

For this edition of ValueTeddy’s Write-ups, we are taking a look at the Israeli-headquartered London-listed CFD-operator Plus500. I came across this stock as I was screening for somewhat cheap stock that still show growth and profitability. What is Plus500 Plus500 operates a platform for trading in CFDs on stocks, indices, forex, and cryptocurrencies. I think … Continue reading Plus500 (PLUS) →

For this edition of ValueTeddy’s Write-ups, we are taking a look at an interesting Chinese company. First of all, I found this case purely thanks to @Olle89. Olle wrote about Sohu here in April 2021, a case I would have never came across were it not for him. I strongly suggest you read it, it’s in Swedish, but … Continue reading Sohu.com (SOHU) →

For this edition of ValueTeddy’s Write-ups, we are taking a look at what is probably one of the more complicated business I have come across. It is SoftBank, which has become a tech giant under the visionary leadership of Masayoshi Son. SoftBank trades on the Tokyo stock exchange under ticker 9984, and there are ADRs … Continue reading SoftBank (9984, SFTBY) →

For this edition of ValueTeddys Snap Judgements we are taking a look at Kollect on Demand, a waste collection company active in the Irish and English market, listed on First North Sweden. This is a case that I have been made aware of by my favourite source of cases, Twitter, in this case @_RobinD. Kollect on … Continue reading Kollect on Demand (KOLL) →

For this weeks edition of ValueTeddys Snap Judgements we are taking a look at Facebook. The F in FAANMG (or whichever acronym you prefer), and the BY FAR absolute dominating player in social media, of all time. Facebook seems to be a consensus buy on FinTwit, and some really smart money managers (eg. Li Lu, … Continue reading Facebook (FB) →

For this weeks edition of ValueTeddy’s Snap judgement, I am not making a snap judgement, but instead writing up one of my portfolio holdings. It goes without saying that since I own the stock I am biased, and that you should always do your own research. This is not any recommendation, and it is not … Continue reading Nekkar (NKR) →

For this weeks edition of ValueTeddys Snap Judgements we are taking a look at Plejd. A small but interesting business that has been massively popular on the Swedish part of my tweetmachine. I want to start by recommending that you read two pieces of analysis if you find this much shorter write-up interesting. 1. @Aktiehesten (June … Continue reading Plejd (PLEJD) →