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Hedge Fund Manager/Investor

110 members • $49/m

4 contributions to Hedge Fund Manager/Investor
Feel free to ask any questions you like about the Deep Dives in this thread
Ask about details. Make requests for Deep Dives in companies that are well suited for DDs and teaching the P=FxV method. Showcase your own deep dives, and so on.
1 like • Jun 6
@Karl-Mikael Syding yes, of course!! I will continue to dig and poke you for feedback. Thanks in advance!
1 like • Aug 26
@Karl-Mikael Syding The investment went okay, reporting tomorrow.
Suggestions for deep dive
Hi, Have four small caps that would be interesting to go through. I have concluded that it’s much easier to get a grasp around smaller companies and find values before others start to get interested. All companies are earning money and have a solid BS. For disclosure, I have invested in all of them. The companies are: Norditek - Technology to recycling of materials. Still early but with EU rules coming that demands builder's to increase the proportion of recycled materials the future looks interesting. Intellego Technologies - have a technology to measure colorimetric ultraviolet indicators with a huge global market. Even though the stock has rallied the stock is cheap if the contract they have signed will materialize. Sustainable Group - The main owners built Opus and sold it. Now they want to do a new journey with Sustainable through building a company around products that could enhance sustainability. They just bought a company that will double the turnover and increase earnings. Waystream - access switches to FTTx. After Europe banded Huawai and DZS have gone busted the way for Waystream is open. They are the number one player in the nordics for community owned fiber networks and they have now started to sell to the Nordic telecom companies. They could easily double its turnover when the existing buyers will go back to a normal replacement cycle. They also have started to expand to Europe. The Europe market is far behind with broadband and will expand like crazy after decisions from EU the next 2-5 years. Every European country has its own expanding plan reporting back to EU. Would be really interesting if someone would like to have a look or if we could do a deep dive into these companies. Have a great weekend!!
1 like • May 3
@Karl-Mikael Syding thx for your initial thoughts, I will add some numbers during the week.
1 like • May 27
@Karl-Mikael Syding Intellego posted its q1 at 18:00 today. They grow both turnover and profit >100% Turnover SEK201m (79,7), EBT 119m (39) and EPS SEK3,19 (1,35) EV at the end of today ~2,2mdr, if they can deliver on the new target of EBT 250m 2025 ( it looks low after the new target presented today and q1) this looks like a bargain in my opinion. Still have some bruises since Azelio how to evaluate presented contracts but this seems to be real🤔🫣
Tactical market update after the intense (bear market) bounce
SKOOL is not going to be a blow by blow daytrading community. So this video is a rare tactical update on my view of the market. Just to make sure I don't accidentally make anybody go all in buying stocks now. The focus IS on buying, but on buying at low valuations, not just any stocks, and not chasing the market upward
0 likes • Apr 15
Thank you for your thoughts. How do you act and think when you have a loose cannon on the other side in Mr Trump?
0 likes • Apr 15
I totally agree. The big elephant is if he somehow succeeds destroying the trust in USD. Then we have really volatility but as you said it will create opportunities for the long term investor.
Intros
Hi everyone, Looking forward to interacting and learning/finding/sharing interesting ideas to invest into.
1-4 of 4
Mattias Mellander
2
11points to level up
@mattias-mellander-1468
Investment banking

Active 44d ago
Joined Apr 15, 2025
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