The Outsiders' Corner

Inside the Corner - October 2025

Q3 results. 1 company sold. MBB - expensive now? Investor - what is underlying profit growth this year? And more

Oct 26 • 

Ole

7

4

Portfolio Spotlight - Q3 25

Business Highlights, Forward Returns from here and events to look out for

Oct 5 • 

Ole

7

1

Eurofins Scientific

36,000% return over 25 years, then flat for the last 3. Could now be a good time to look at this compounder?

Oct 2 • 

Ole

9

September 2025

Inside the Corner - September 2025

A look into the Constellation Software Universe and our September Update.

Sep 21 • 

Ole

10

2

Medistim

Norwegian Medical Equipment Leader currently growing 25%, EBIT margins of 30% and ROIC of 35%

Sep 13 • 

Ole

17

August 2025

Inside the Corner - August 2025

Portfolio Update and a look into a Medical-oriented Holding Company for Ideas.

Aug 22 • 

Ole

6

7

Outsiders' Corner - Top 9 Ideas

Our Most In-Depth Writeup Yet: 25 pages covering Our Top Holdings

Aug 10 • 

Ole

7

July 2025

Investor - 2025 H1 Update

For H1 2025, Investor's underlying profits grew 4% vs 2024. We cover the details worth knowing about the year so far, with nothing less than 20 graphs…

Jul 30 • 

Ole

3

Top 10 Ideas - 3 Holding Companies

Going through 3 more of our top 10 ideas. Our thesis in Investor AB available for all readers.

Jul 28 • 

Ole

11

4

Top 10 ideas - 3 Industrials

Waste plants, medical devices & niche industry.

Jul 26 • 

Ole

11

Inside the Corner - July 2025

Reflections on Position Sizing and doubling Down on Winners

Jul 18 • 

Ole

5

2

Nordic Industrials - 2025

Fourteen months ago, we explored top opportunities within the Nordic Industrial Compounder space. Since then, we've learned a few lessons, and now…

Jul 14 • 

Ole

29