Here I will post short write-ups of my current favorite Swedish companies. May mention some companies from other Scandinavian countries too, and maybe rest of Europe as well.
They will usually be quite shallow, due to me being too impatient to (1) do deep DD and (2) to lazy to do real proper write ups. ¯\_(``-)_/¯
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New fav. SWE co.'s
* Tethy's Oil. Well-run. Too cheap. Great history of total return. (28 apr '23)
* G5. Also well run and cheapish. Founder-owner-led. Amazing history here too. (-II-)
* Investment AB Spiltan. Berkshire inspired investment co. Major holding is lovely gaming co. Paradox. 20% or so discount relative to substance. Staggering history, thanks to the success of Paradox and their letting their winners run. (-II-)
* Doro – phones for old people. (8 Jan 2023)
* Alleima – a little spinoff from the large industrial co. Sandvik. (3 Oct 2022) (have sold most as of Feb '23)
* Casino platform provider Evolution Gaming. Utterly absurd profitability. (3 Oct 2022) (have sold most as of Feb '23)
* Gaming co. G5 (G5EN). 30% profit CAGR since IPO. (3 Oct 2022)
* KABE – makes trailers. Dirt cheap quality company. (26 Aug 2022)
My current fav. Swedish companies (as of June 25 2022):
* Betsson, Kindred and Kambi – Gambling co's (BETS, KIND, KAMBI) (have sold most)
* Bahnhof and Tele2 – Telecom providers (BAHN, TEL2 B)
* Inwido – Maker of windows.
* Hexpol and Nolato – Material makers (HPOL B, NOLA B) (now fairly fairly priced)
* Thule – Producer of "bike strollers", roof racks for skis and bikes, among other things. (THULE) (have now sold most, as skilled long time CEO was unsettlingly fired and replaced by nimbwit)
* Engcon – Makes tiltrotators for excavators (which fills the same function as a wrist does for the human hand). (ENGCON B) (stock too expensive, but amazing co....)
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