Karnell is crushing it
Under-the-radar Swedish compounder posts a fantastic Q2
Sherwood Investment Letter
Investing from Stockholm. Building a fund in public. The weekly buys, logic, watchlist and performance.
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Home free for Hemnet
Terry Smith, REQ, Hemnet & earnings this week.
A banger investment book
And Hemnet in the doghouse
A Midsummer night's dream investment
Dancing like a frog this Midsummer over the latest prices
Serial Acquirer Masterclass
No jargon. Just the simple math behind the market's best kept secret
A bit of scuttlebutt on Hemnet - Sweden's biggest mystery
A chat with a realtor
Anti-fragile? Serial acquirers?
The best of both worlds?
My favorite Swedish monopoly continues to drop
Hemnet RSI down in the 20s last week
Sweden's best serial acquirer right now?
Stellar Q1 report. Up 36% for me since February.
Bought more Adobe after 20% rise for my Swedish compounders
My buy of the week