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Nordnet - 2025 Update

Stock up 50% since last writeup, what's next?
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Nordnet - 2025 Update
Stock up 50% since last writeup, what's next?
 • 
Ole
3
Topicus
A closer look at the Top-Ranked Company in the Serial Acquirer Sector Writeup
 • 
Ole
14
MBB - 2024 Update
Follow-up on a German company up 50% YTD, having now multiplied sales by 28x since it's public listing in 2006, with less and less shares outstanding.
 • 
Ole
4
Shift4 - Investor Day Update
Insights from Investor Day, Global Blue Acquisition, and Founder leave for NASA
 • 
Ole
2
Investor AB - 2024 Update
Shareprice +25%. Underlying profits +12.5%.
 • 
Ole
1
Nilörngruppen
Niche Swedish Industrial with 30% ROCE, 10x PE (2025) & growth tailwinds.
 • 
Ole
10
NEKKAR
The (good) Leftovers of an Industrial Giant
 • 
Ole
Investor AB - Part II
Unpacking a 20% 10-year CAGR
 • 
Ole
MBB SE
Family-owned Industrial Holding Company. 20year CAGR of 11% at 5x EV/EBITDA
 • 
Ole
15
EXOR 2.0
From Ferrari's Prestige to Philips' Turnaround: What Lies Ahead for This Family-Driven Industrial Holding in the Next Decade?
 • 
Ole
2
Paradox Interactive
Collaboration w/ Learning To Grow. With PDX stock at a 5-year low, we dissect whether it could be an opportunity
 • 
Ole
 and 
Mathias - LTG
Bouvet: Sleeping Compounder
Norwegian consultancy w/ 27% 10-y CAGR, despite being flat for the last 3.
 • 
Ole
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