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North Media (NORTHM)
For this edition we’re taking a look at North Media, which is a case that I really like, but has a bit of troubles. However it’s a fun case to value, and somewhat decent when looking at other things. So here’s my write-up on North Media, enjoy! Business
ValueTeddy
Jan 29
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2022 annual review
The structure of this annual review will be as follows: Introductory ramblings Returns Reading and listening in 2022 Targets for 2023 Outro Introductory…
ValueTeddy
Jan 12
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2022 annual review
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Inwido (INWI)
For this edition I once again asked my followers on twitter to select one of three stocks, and Inwido was the winner. So here’s my write-up on Inwido…
ValueTeddy
Aug 31, 2022
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Catella (CAT)
For this edition of ValueTeddy’s Writeups, I asked my twitter-followers to chose between Catella and North Media. Catella won by quite som margin…
ValueTeddy
Jul 26, 2022
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Real Estate Rundown
A quick comparison of some Nordic real estate companies
ValueTeddy
Jul 5, 2022
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Real Estate Rundown
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Embracer (EMBRAC) Update
I first wrote about Embracer in august of 2021. It was then one of my most popular write-ups, and one of the most in-depth write-ups I had ever done…
ValueTeddy
May 22, 2022
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Embracer (EMBRAC) Update
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Nekkar (NKR) update
This is going to be the first update of a previously written up stock on ValueTeddy’s Writeups. Nekkar is a relatively long term holding of mine, and I…
ValueTeddy
Mar 27, 2022
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Nekkar (NKR) update
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AQ Group (AQ)
In this edition of ValueTeddy’s Write-ups we are examining a Swedish industrial high-quality business, trading at single digit multiples. Business AQ…
ValueTeddy
Jan 30, 2022
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