Business Writeups
We group the businesses we study into three broad categories:
Holding Companies, Service Businesses, and Industrial Businesses.
Below are all our writeups, excluding Hold co’s, which are covered here.
Service Writeups
Lean, technology- or human-capital-driven, often high-margin models.
📄 Sector Writeup
Payment Providers - Our top 4 picks after screening the payments field
🧾 Company Writeups
Shift4 - Payments provider with untraditional acquisition playbook
Bouvet - IT consultancy with sector-leading profit per employee
Nordnet - Nordic savings platform taking market share
Paradox Interactive - Niche Game Developer with >30% ROIC
Industrial Writeups
Product-oriented companies focused on manufacturing or distributing physical goods
📄 Sector Writeup
Nordic Industrials - With our top picks after screening the Industrial field
🧾 Company Writeups
Medistim - Niche Medical Equipment Provider with >30% EBIT margins & ROIC
Nilörngruppen - Niche global provider of labels & packaging
Nekkar - Niche Marine specialist becoming a holding company
🔎 Disclosure
The content on Outsider’s Corner is for informational and educational purposes only. It does not constitute investment advice, nor is it a recommendation to buy or sell any securities.
We may hold positions in some of the companies discussed, and our views may change at any time without notice. All opinions expressed are solely our own and reflect our independent research and analysis at the time of writing.
Please do your own due diligence or consult with a professional before making any investment decisions.