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United International Enterprises (UIE) FY2025 Earnings Review
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The pitch®
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United International Enterprises (UIE) FY2025 Earnings Review
NOTE: This update serves as a follow-up to the initial write-up.
Mar 2
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Nordic Edge
5
Better Collective (BETCO) Q4-2025 Earnings Review
NOTE: This update serves as a follow-up to the initial write-up.
Feb 27
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Vend Marketplaces (VEND) Q4-2025 Earnings Review
NOTE: This update serves as a follow-up to the initial write-up.
Feb 5
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Swedish Orphan Biovitrum (SOBI) Q4-2025 Earnings Review
NOTE: This update serves as a follow-up to the initial write-up.
Feb 5
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6
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Under the Surface®
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Ripe for activism #1: Bavarian Nordic (BAVA)
The Nordic region is fertile ground for activists, and laws are among the most “pro-minority” you can find. Yes, the shareholder base is often quite…
Jan 31
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A handful of Danish special situations worth monitoring
Markets often feel like a newswire in a windstorm. Yet, if you manage to shut out the noise, you occasionally catch something interesting. In this post…
Dec 22, 2025
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Thoughts on Verisure (VSURE)
Shares currently trade at +30x FCFF (2026E). A lot has to go right for that valuation to make sense. Framed differently, applying a quick back-of-the…
Oct 9, 2025
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From Pit to Plant: Nordic Mining OEMs (Part 1)
This is the first of a two-part series exploring the Nordic mining equipment sector; an industry grounded in complex engineering and tested by shifting…
Jul 2, 2025
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The bench®
Lassila & Tikanoja Demerger: From trash to cash?
What could possibly be the least glamorous business an investor can own at a time when markets are fixated on anything related to AI?
Dec 9, 2025
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Medistim (MEDI): A Heart Surgeon’s Best Friend
Medistim, with ~80% market share in its niche, equips surgeons with the tools to “check the plumbing” before closing the chest. Yet adoption remains…
Jul 23, 2025
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Monday morning espresso® (archive)
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Monday Morning Espresso W44'25
Week 44 marked another earnings-heavy stretch, with ~225 Nordic companies reporting. Market tone remained bifurcated, with upbeat sentiment from…
Nov 3, 2025
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Monday Morning Espresso W43'25
The earnings avalanche is fully underway in the Nordics with ~350 reports hitting the tape last week and resetting expectations across sectors. The tone…
Oct 27, 2025
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Monday Morning Espresso W42'25
In the Nordics, the earnings season is has officially kicked off, with the first batch of companies reporting last week, mainly out of Sweden (37) and…
Oct 20, 2025
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Monday Morning Espresso W41'25
Just as a ceasefire took hold in the Middle East, attention quickly swung back to Washington where President Trump reignited trade drama with a fresh…
Oct 13, 2025
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