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)
Category: Writeups
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)
Embracer (EMBRAC)
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)
Plus500 (PLUS)
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)
Sohu.com (SOHU)
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)
SoftBank (9984, SFTBY)
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)
Kollect on Demand (KOLL)
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)
Facebook (FB)
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)
Nekkar (NKR)
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)