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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…
Jan 29, 2023
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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…
Jan 12, 2023
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August 2022
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…
Aug 31, 2022
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July 2022
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…
Jul 26, 2022
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Real Estate Rundown
A quick comparison of some Nordic real estate companies
Jul 5, 2022
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May 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
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March 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
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January 2022
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…
Jan 30, 2022
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Gravity (GRVY)
For this edition of ValueTeddy’s Write-Ups we are looking at a very cheap Korean game company called Gravity. Business Gravity is a Korean developer and…
Jan 10, 2022
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December 2021
Consensus Asset Management (CAM)
In this edition of ValueTeddy’s Writeups, we are taking a look at a Swedish asset management firm, and the home of “the best fund in the nordics 2020…
Dec 13, 2021
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November 2021
Havyard Group (HYARD) / HAV Group (HAV)
In this edition of ValueTeddy’s writeups, we are taking a look at Havyard Group, a Norwegian marine and maritime company. Havyard Group is a maritime…
Nov 19, 2021
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Havyard Group (HYARD) / HAV Group (HAV)
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October 2021
JOANN (JOAN)
In this edition of ValueTeddy’s writeups, we are taking a look at Joann, the sewing, fabric, and crafts retailer. From a single store in Ohio founded in…
Oct 11, 2021
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