Nordic small cap stocks

Bouvet came with a flat Q2 report both in terms of revenue and EBIT. The shares traded up 15% on the day however, showcasing the over-blown fears of AI which has put pressure on the stock. The Q2 showed business as usual, and that AI won't kill the company. In the coming quarters, Bouvet faces increasingly favorable comparables. Not financial advice, thanks for listening.

The company returned to double digit growth in gross profits, a much welcome sign. Still, declining margins and low growth within DOCS leaves some question marks regarding the long term growth of the company, as well as the management team. Not financial advice

Another brilliant report from Norway's highest quality company. Not financial advice.

Arcticzymes Technologies is an interesting company with gross margins above 90%. The company trades around 1.05 billion NOK at a share price of 20 NOK. Adjusted for a large net cash position, the company trades around 6 times sales. If the company can reach stable revenue growth above 10%, I believe the outlook for shareholder returns is very strong. Due to incredible gross margins and low capex n...

Some companies seem to grow revenues and earnings every year, by acquiring profitable businesses. Yet, the stock never seems to move in tandem with the numbers. The company always seem to be cheap on an earnings basis. This is perhaps due to the third value investing trap; reinvestments into goodwill and intangible assets. The episode is a bit technical, but I've tried to keep it as simple as...

Quick recap of the Q2 report, and the most important developments for investors.

A brief update on Generic after the Q1 report. Not financial advice.

A quick update on the first quarterly report for Medistim. Not financial advice

A look at the interesting gaming company from Sweden, recently Spun out off Embracer Group. Among their core IP's are Satisfactory, Valheim and Goat Simulator. The company generates strong and stable FCF, and trades at a low multiple. Not financial advise.

A quick update on Berner Industrier after the Q1 report.

A quick update on Betsson after the Q1 report. Not financial advice

An update on the decent Q1 report, as well as some takes on the new buyback programme. Not financial advice

A quick recap of Avtech's soft Q1 report. Growth year-over-year, but decline quarter-over-quarter. Not what you like to see from a SAAS-company. Not financial advice

Modest topline growth in the first quarter for Opter AB, leaving some shareholders disappointed. Looking beyond the slow growth however, the report showcases very encouraging signs for the company. Not financial advice.

A short introduction to the small, lesser known, serial acquirer Berner Industrier. They prefer to execute, rather than talking the talk. Not financial advice

A look at the strong Q4 report for Veteranpoolen, and the setup for 2026. Not financial advice.

A short update on the strong Q4 report of the Norwegian medtech company Medistim ASA. Not financial advice.

An update on Betsson after the poor Q4 report.

A short update on the Q4 and full year report for the concultancy firm Bouvet.

A short update on the Q4 report from Generic AB. Not financial advice.

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 Constella...

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.