Swedish Market Community
Our community narratives are driven by numbers and valuation.
Swedish Investing Ideas
Global Weekly Picks
Hermès - Expensive bags, and expensive stock. And the story of €14 billion of bearer shares gone missing.
A Wonderful Business at a Not-So-Wonderful Price
Investment Case: Sotkamo Silver (SOSI)
Investment Case: Sotkamo Silver (SOSI) Scenario: Structural Bull Market & The Path to $100 Silver Executive Summary: The "Deep Value" Case While many investors still view Sotkamo Silver through the lens of its past liquidity struggles, the current market environment has fundamentally changed the math. With silver currently trading at $77–$78/oz , the company is no longer just surviving—it is entering a phase of explosive profitability that the market has yet to price in.Read more
Grangex is set to achieve a 191.89% revenue growth in five years
Based on the ramp-up of GRANGEX’s key mining projects (Dannemora, Sydvaranger, Apatit) and industry price forecasts, a potential annual revenue for 2030 is roughly SEK6.5 billion. This estimate assumes: Full-scale commercial production (starting 2027–2028) from Dannemora and Sydvaranger mines.Read more
Transformational Merger
Following the massive acquisition of HMY in early 2025, ITAB is no longer just a Nordic player but a dominant European force in retail solutions However, as of early 2026, the market is currently expressing skepticism about the speed of this integration, as reflected in the recent share price volatility 1. The Narrative: The Integrated Retail Architect The Story: ITABs narrative has shifted from being a manufacturer of "shelves and checkouts" to a Solution Provider.Read more
M&A machine with a relentless focus on operational excellence
Stripping away the seemingly "boring" exterior of rubber compounding and looking at the company’s true nature: an extremely disciplined M&A machine with a relentless focus on operational excellence 1. The Narrative: "The Consolidation Engine" Niche Dominance: Hexpol doesn't compete on price for bulk products.Read more
Evolution projects robust 50.6% profit margin with a promising 11x future PE
Structured Assessment — Evolution AB (EVO) Factor-by-factor (row format) Technical / Timing Strong downtrend after many years of growth. Price reached a good zone, but downside risk remains.Read more
Underestimated technological heavy weight but for a light weight price
Saab AB is a leading European defence company with operations across air, land, sea and the cyber domain. Through its subsidiary Combitech, Saab also provides advanced consulting and cybersecurity services.Read more
Veteranpoolen AB (publ): Strategic Equity Research, Financial Forecasts, and Valuation Report (2025-2035)
1. Executive Summary 1.1 Investment Thesis: The Arbitrage of Experience Veteranpoolen AB (publ) ("Veteranpoolen" or "the Company") presents a unique investment proposition within the Nordic Commercial Services sector.Read more
Fruad seems to put this stock to pasture
CEO caught for fraud. The real business is much smaller.Read more
Embellence Group's Revenue to Rise by 4.5% with a Future PE of 12.5x
STOCKHOLM (Nyhetsbyrån Direkt) Aktiespararna utfärdar en köprekommendation för inredningsföretaget Embellence med en riktkurs på 40 kronor. Det framgår av en analys.Read more
