Industrial Technology
Industrial Technology is another of the 3 categories we are interested into. As an introduction to this field, you should check out our two Sector Writeups on Nordic Industrials, one for 2024 and one just published for 2025.
Nordic Industrials - 2024
This writeup aims to do a top-down view on Industrial Compounders from the Nordics. While this approach miss important details about each company, it is a good exercise to reduce bias towards your po…
Nordic Industrials - 2025 Edition
Of the names highlighted last year, only Norbit remains a direct holding in our portfolio. Their execution has far exceeded expectations — and the stock is up over 200% since that write-up. It’s now our
Additionally, we discuss this sector and published our favourite investment idea at the end of 2024 in our annual letter, which was a medical equipment monopoly called Medistim from Norway. You can see a screenshot from that writeup below.
Other Writeups
Nilörngruppen
The company you are about to read about, produces products you likely have touched, but rarely given much thought about. While you never interfered with the company directly, the company you bought t…
NEKKAR
Six months after the Scandinavian Industrial Compounder Comparison, it’s time to highlight a standout niche player from Norway’s marine industry: Nekkar ASA.