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Nordic Edge

Actionable insights and alpha-generating opportunities in the Nordics.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues70Foundeda year agoLast Issuea month ago
Active

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Latest Issues

Performance review, portfolio update & more

Roughly one year ago, I launched Nordic Edge to share my investing ideas and connect with like-minded people. Obviously, my goal was to grow my readership - not as an isolated outcome, but rather as a consequence of my work. Right this mome...

a month ago
8
1

Ripe for activism #2: GN Store Nord (GN)

Note: I was in the last innings of this write-up but didn’t manage to get it shipped before GN Store Nord announced their sale of the Hearing division to Amplifon this morning… I have decided to share the work regardless - and with some imp...

2 months ago
11

United International Enterprises (UIE) FY2025 Earnings Review

NOTE: This update serves as a follow-up to the initial write-up.

NOTE: This update serves as a follow-up to the initial write-up. To the extent you are not yet familiar with the business-/investment thesis, I recommend reviewing that piece...

3 months ago
7
Paid

Better Collective (BETCO) Q4-2025 Earnings Review

NOTE: This update serves as a follow-up to the initial write-up. To the extent you are not yet familiar with the business-/investment thesis, I recommend reviewing that piece before diving into this update.

You can find a review for previo...

3 months ago
7

Vend Marketplaces (VEND) Q4-2025 Earnings Review

NOTE: This update serves as a follow-up to the initial write-up. To the extent you are not yet familiar with the business-/investment thesis, I recommend reviewing that piece before diving into this update.


It has been a difficult p...

4 months ago
9
2

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