ValueTeddy’s Write-ups | Substack

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…

Jan 29, 2023 •

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…

Jan 12, 2023 •

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…

Aug 31, 2022 •

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…

Jul 26, 2022 •

Real Estate Rundown

A quick comparison of some Nordic real estate companies

Jul 5, 2022 •

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…

May 22, 2022 •

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…

Mar 27, 2022 •

In this edition of ValueTeddy’s Write-ups we are examining a Swedish industrial high-quality business, trading at single digit multiples. Business AQ…

Jan 30, 2022 •

ValueTeddy’s Write-ups

ValueTeddy’s Write-ups

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