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Non-Tech : petal's Swedish stock picks

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petal

To: petal who wrote (13)	5/19/2022 10:17:23 AM
From: Spekulatius	1 Recommendation Read Replies (2) of 56

I am sort of a tourist in KIND (got it recommended from several sources and there is VIC writeup on this) but like the company and now we have an activist too with a 10% position, pushing for a potential sale. I want to wait until the Dutch license issue is resolved, which is supposedly in Q2 this year until making further decisions. I think this could serve as a catalyst here I have often learned that I let go too quickly and since it is a small position, I can afford to be wrong here. In any case, KIND has now gaming license in Ontario Canada as well. Market cap is only ~$2.2B USD. these Swedish gaming companies are way cheaper than US plays despite having better financials and operating in the US as well in many cases. Gaming enthusiasm has benefited from COVID-19 and has waned a bit this year but LT trend are up and to the right, I think. I also got some cash coming in from the SWMA merger. Hoping for a bump here, because I think it was sold a little bit too cheap.

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