Analysis into 'Outsider' managers running great businesses, the ones we prefer to partner with for a long time.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 72 | Founded | 3 years ago | Last Issue | 11 days ago |
| Active | |||||
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outsiderscorner.comLatest Issues
Nekkar - Part II
NEKKAR
Late 2024, we shared our investment idea for a small Holding Company called Nekkar. Nekkar’s stock price was then a bit less than 10 NOK. One and a half years later, the stock is up ~50% and Nekkar is now a NOK 1,4 billion company...
Inside the Corner - August 2026
Momentum vs Fundamental investing & Portfolio Update
Last week, we listened to a great podcast by TheDutchInvestor🕸️ with guest René Sellmann. We found ourselves thinking about some topics they brought up.
Q2 26 Key Holdings Update
Adyen, Constellation, Topicus, AG Barr, Harvia, Lemonade and (next writeup) Norbit
Most of our holdings have now reported H1 2026 results. As usual, the reports triggered significant share-price volatility: Harvia +13%, Shift4 -10%, Adyen...
Nordic Industrials - 2026
In May 2024, we arrived at a list of 22 Industrial companies. That group delivered a 19% CAGR over the next 2 years. However, as is with most no-touch portfolios, returns have been concentrated in the winners: Kitron, Kongsberg Gruppen & No...
Inside the Corner - July 2026
A key lesson learned, recent updates to a few of our Holdings having reported and our usual Portfolio Update.
In this month’s letter, we’ll share a lesson we learned this month, recent updates to a few of our Holdings having reported and o...
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