- Blogginlägg
Moving to Substack
I just wanted to let you know that I’m moving to Substack. New articles will be posted there.If you’d like…
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Year of change: More is less (risk)?
First, how did 2025 go? Not great, actually. The result was a decline of 3.8 percent in SEK. I am…
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Deep dive: Argent Industrial
This is the current portfolio. The most recent change is that I have sold Century Pacific. It’s a very good…
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Concentration, risks and portfolio sizing
First, a small portfolio update. Until Q2 the portfolio is -9 percent, and YTD it is -9,5 percent, both measured…
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Portfolio changes
I have been more active than usual this year, so it’s time to provide an update on my portfolio and…
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Q1 2025: AI – a gamechanger for exotic investing?
As you can imagine, the quarter was not great. I am down 11 percent in SEK for Q1 2025. The…
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Q4 2024: Results, three M’s and demographics
Results for 2024The portfolio had a great year. The performance was +39.9%, which is explained by a combination of growth…
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Q3 2024: Assuming the worst?
This update has been slightly delayed due to personal reasons. I’ve had some health issues, but I’m significantly better now.…
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Q2 och hur värdera aktier?
Fortföljen har första halvåret gått upp 13 procent vilket jag är nöjd med. I skrivande stund (4 augusti) är portföljen…
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