
Investing and special situations in Scandinavia
| Platform | Pricing | Only free issues | Publishes | Monthly | |
|---|---|---|---|---|---|
| Issues | 32 | Subscribers | Read | alwaysinvertit.substack.com |
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I have invested in and followed since 2019 and it has been an at times bumpy ride. In the fall of 2021, shortly before the deal to buy out the minority in Guatemala was struck, I gave up on the stock and sold out. While I found the buy-out...
Since May this year, has confirmed its astonishing operational turnaround through two strong quarterly reports, revised its guidance upwards multiple times, sold off its towers for a cool billion dollars, announced a game-changing in-marke...
So, the bid is finally over. Atlas increased their stake from just below 30% to just above 40% of the shares. I would have guessed a higher acceptance beforehand. The traded volume in the last few weeks was surprisingly thin, which made me ...
As a young investor, one of the very first stocks I bought was the Swedish ISP Bahnhof. It was the summer of 2009 and I started buying it at roughly 10 SEK per share. With the neat number of exactly 10 million shares outstanding, I was gett...
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Investing in small and mid caps, special situations, focused on Scandinavia.
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