Quick recap of the report and my views on the valuation.

Not financial advice.

A short look at the Q3 report from Bergman & Beving.

Let me know if the updates are too short in order to bring any value. I try to focus on the most important things for the stock, in order to respect the listeners time.

As a consequence, reports without much new information, will lead to very short episodes.

A short update on $PDX after shares fell 15% after the Q4 report.

Not financial advice.

Röko was a highly anticipated IPO in 2025. With a strong shareholder base, and the former Lifco CEO at the helm, the company came to market at a high valuation. Could this be a potential long-term compounder after only being established in 2019?

Falling more than 40% since the top, the question remains whether the current valuation is attractive.

Important companies mentioned; Lifco, and Constellation Software.

Not financial advice.

Avtech is a micro cap SAAS-company within the aviation technology space. With strong growth and great margins, this is a potential hidden gem from the swedes.

However, at a market cap of only 460 million SEK, the investment entails substantial risks.

Not financial advice.

In some cases, entry multiples largely determines your return in a stock. In others, they might cloud your view, and you risk losing out on the long term potential.

Using company examples from previous episodes, $BOUV, $BAHN, $GENI, $OPTER, $MEDI.

Thanks for listening.

Vitec is a serial acquirer of VMS-providers in Europe. They have reached the lowest stock price in 5 years, and has fallen more than 50% from the top. The question remains, what are the expected returns for the future?

The recent draw-down in serial acquirers is long awaited. Many investors has simply bought a basket of these, with little notion for the price that they pay. Hopefully, gone are the days where one can simply assume a higher terminal value to these stocks, in order to justify an increase in valuation.

Not financial advice.

Freetrailer is a danish micro cap company within the sharing economy. Through their app, customer may rent a trailer for free, with small value-add services on top. This is a win-win concept for the customers and the society, but what about potential investors?

This is not financial advice. Thanks for listening.

Envar AB is a recent IPO in Sweden, trading at a market cap of 750 million SEK at a share price of 60 SEK.

Their core video game concultancy business generates stable, growing and strong FCFs, which they redeploy into generating their own IP through the game Witchspire. The game is set to be released in early access in Q2 2026.

Not financial advice. Thanks for listening.

2025 has been difficult for shareholders in Opter. I explain the developments this year, and why the EPS has declined.

More importantly, I explain why I believe 2026 will see a return to earnings growth for the company, as well as a comeback for the stock.

Not financial advice.