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
* Doro – phones for old people. (8 Jan 2022)
* 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) (planning to sell as skilled long time CEO was unsettlingly fired)
* Engcon – Makes tiltrotators for excavators (which fills the same function as a wrist does for the human hand). (ENGCON B)
European co.'s:
* Banque Nationale de Belgique – Belgium's central bank (BNB).
UPDATE, 3 Oct '22: just removed div, and does not plan to reintroduce it for a couple of years. So probably won't be attractive for a while despite 30% price fall and P/E of less than 1.
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