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Non-Tech : petal's Swedish stock picks

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From: petal	8/26/2022 1:47:37 AM
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New top holding: G5 Entertainment (G5EN). Makers of mobile games. Main target group: women between 18-35. Games are free, for the most part, then you can buy extra features as you "play along". 39% CAGR of profits since 2008 (as far back as my numbers go). Stock is trading below P/E of 10. Return on Money between 20-50 %. Growing gross and net margins. Minimal debt. Growth has stagnated in recent years. This should (at least in part) be a consequence of a shifted focus: from having most of their revenue come from legacy games, to now having a much larger focus on developing their own games. (There are some signs that they know how to do that well. If they can, that should be a better margin business, long term.) CEO is a seemingly great guy, and smart too. Is commonly believed to be the largest owner (the owner of the holding co. which owns the shares isn't disclosed, so it isn't certain, but by all appearances it's him or someone closely related to him). Other insiders, such as CFO, own significant chunks of the co. too.

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