
Investing from Stockholm. Building a fund in public. The weekly buys, logic, watchlist and performance.
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 74 | Founded | 2 years ago | Last Issue | 10 days ago |
| Active | |||||

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.
Today’s letter is about Hemnet (HEM.ST).
A dazzling compa...
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....
My best 5-10x prospect
Hi all, back from summer.
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...
Terry Smith, REQ, Hemnet & earnings this week.
Hi all, hope you’re enjoying World Cup drama.
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| Accepts Sponsors | Estimated Cost per Ad | ||||
The writers behind this newsletter.
Investing from Stockholm. Small-cap serial acquirers. Mean reversions. Anti-fragile. The moves, thinking, struggle, wins, losses and watchlist.
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