Gustav
GustavSwedish global deep value investor. Building a portfolio of the best nano- to smallcaps I can find. Looking all over the world, but only invests in democracies. Concentrated, owning nine stocks.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 7 | Subscribers | Read | aktieblogg.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Q1 2026 +3%
From Financial Times
My investing checklist: Must-haves and good-to haves
Now it’s time to describe my strategy and investing checklist. I hope for input and discussions so that it could be improved. I use checklists as a first quality filter. The companies I own don’t have to be exceptional - cheaper, good-quali...
eWell - Japanese SaaS (from the watchlist)
eWeLL is a Japanese SaaS name, a small, unknown market leader, growing quite strongly and trading at around P/E 27 for 2026e. Despite it’s price, it’s on my watchlist. The purpose of this post is to see if it will stay there, be scrapped, o...
My portfolio (February 2026)
It’s time to write something about my portfolio. The names are: Argent Industrial, RFM Corp, Primeserv, Karooooo, Ultrajaya, AS Company, Arwana Citramulia, Ekadharma International and Champion Pacific. That list probably requires an explana...
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Swedish global deep value investor. Building a portfolio of the best nano- to smallcaps I can find. Looking all over the world, but only invests in democracies. Concentrated, owning nine stocks.
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