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) →

For this weeks edition of ValueTeddys Snap Judgements we are taking a look at Naked Wines. A seemingly interesting business, that has been popping up here and there in my Twitter feed. Naked Wines Naked Wines sell a very wide selection of wines online, and they offer membership for some premium services. Overall the wine … Continue reading Naked Wines (WINE) →

For this fourth edition of ValueTeddys Snap Judgements we are taking a look at Discovery, which has been suggested to me by a twitter follower. It is also a 5% position in Michael Burry’s portfolio according to Dataroma when I’m writing this. Discovery Ticker: DISCAMarket Cap: 20.4 b SUSDRevenue: 10.6 b USD Discovery is probably most known … Continue reading Discovery (DISCA) →

It’s Easter and thus this third edition of ValueTeddys Snap Judgements is slightly delayed. I hope you have had a nice holiday, and that you find this letter interesting. GomSpace Ticker: GOMMarket cap: 911 m SEKRevenue: 194 m SEK I remember a few years ago where space and micro-satellites was the big thing on Swedish … Continue reading GomSpace (GOMX) →

For the second edition of ValueTeddy’s Snap Judgements we have Norwegian pharma and Polish computer games. Photocure Ticker: PHOMarket cap: 3300 m NOKRevenue: 250 m NOK For Photocure we have continuously growing revenues, relatively constant losses, and steadily declining book value of equity per share. Since this is some sort of pharmaceutical company, I have … Continue reading Photocure (PHO), 11 Bit Studios (11B) →

I recently started a new little project on Substack, where I do short snap judgements on stocks selected by you, the reader. Below is the first edititon of ValueTeddy’s Snap Judgements. For the first edition of this little project I’m taking a look at Inari Medical and JOYY. Inari Medical Ticker: NARIMarket Cap 5333 m … Continue reading Inari Medical (NARI) and JOYY (YY) →

Översikt Bolaget utvecklar och levererar specialiserad kommunikationsutrustning för militär personal. Kunder är till exempel militär, polis, brandkår, och säkerhetsbranschen. Börsvärde: 6.8 miljarder SEK Enterprise value: 6.9 miljarder SEK ROIC: 45% EV/EBIT: 45 Omsättningstillväxt 5-år CAGR: ~20% Företagsbeskrivning Enligt årsrapporten 2019 håller bolaget på med följande: "INVISIO develops and sells advanced communication systems with hearing protection … Continue reading Kort Analys av INVISIO →

Översikt NOTE har nyligen släppt en riktigt fin rapport, så jag tänkte att det är dags att jag tar en djupare titt på bolaget. De har länge legat på min bevakningslista, eftersom de tickar de flesta av mina boxar, hög lönsamhet, ok marginaler, och bra tillväxt. Börsvärde: 1,9 mdr SEK EV/EBITDA: 10 Omsättningstillväxt snitt 5 … Continue reading Analys av NOTE →