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Sherwood Investment Letter

Joel Sherwood

Investing from Stockholm. Building a fund in public. The weekly buys, logic, watchlist and performance.

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Substack
PricingFreemiumPublishesWeekly
Issues74Founded2 years agoLast Issue10 days ago
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Latest Issues

Hemnet chaos continues

Hi all, yesterday I turned 50.

They say wisdom comes with age.

But looking at my returns, wisdom may be lagging by about 20 years.

Check back in when I’m 100.


Gravity

Today’s letter is about Hemnet (HEM.ST).

A dazzling compa...

10 days ago
4

3 buckets. My updated investment strategy

Hi all, back from summer and keeping the pedal to the metal.

First, quick updates: I added more to Berner.

And also to Hemnet after its recent board shakeup. (What a tumultuous year for them.)

But the thrust of this letter is framework....

19 days ago
6
2

Forgotten small-cap Swedish compounder

My best 5-10x prospect

Hi all, back from summer.

25 days ago
6
Paid

Karnell is crushing it

If you haven’t been following this newsletter, I don’t blame you.

Watching a guy go more and more niche. Into Sweden, small caps, serial acquirers etc.

Probably not for everyone.

But if you’ve stuck around, I think it’s paid off.

Becau...

2 months ago
9

Home free for Hemnet

Terry Smith, REQ, Hemnet & earnings this week.

Hi all, hope you’re enjoying World Cup drama.

2 months ago
5
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  • Joel Sherwood

    Investing from Stockholm. Small-cap serial acquirers. Mean reversions. Anti-fragile. The moves, thinking, struggle, wins, losses and watchlist.

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