Podcast
Nordic small cap stocks
Hosted by Nordic small caps · EN
Investing podcast mostly about nordic small cap stocks, following the principles of Warren Buffett and Charlie Munger.
On Twitter/X @nordicsmallcaps
21episodes
Episodes
Newest firstAll episodes
Evolution AB Q2 2026 - Buybacks according to plan
2d ago00:05:00Tap to summarizeQuick recap of the Q2 report, and the most important developments for investors.
Transcribe →Value investing trap 3 - Goodwill and intangible assets
3d ago00:13:53Tap to summarizeSome companies seem to grow revenues and earnings every year, by acquiring profitable businesses. Yet, the stock never seems to move in tandem with the numbers. The company always seem to be cheap on an earnings basis. This is perhaps due to the third value investing trap; reinvestments into goodwill and intangible assets. The episode is a bit technical, but I've tried to keep it as simple as possible. Thanks for listening
Transcribe →Generic AB Q1 2026
Jul 900:03:14Tap to summarizeA brief update on Generic after the Q1 report.Not financial advice.
Transcribe →Medistim ASA - Q1 2026
Jul 400:02:16Tap to summarizeA quick update on the first quarterly report for Medistim.Not financial advice
Transcribe →Coffee Stain Group AB - $Coffee
Jul 300:05:06Tap to summarizeA look at the interesting gaming company from Sweden, recently Spun out off Embracer Group. Among their core IP's are Satisfactory, Valheim and Goat Simulator. The company generates strong and stable FCF, and trades at a low multiple. Not financial advise.
Transcribe →Berner Industrier AB - Q1 report
Jul 300:02:34Tap to summarizeA quick update on Berner Industrier after the Q1 report.
Transcribe →Betsson AB Q1 2026 - All eyes on the World Cup
Jun 700:05:25Tap to summarizeA quick update on Betsson after the Q1 report. Not financial advice
Transcribe →Evolution AB Q1 2026 - Buybacks are back in town
May 2200:07:30Tap to summarizeAn update on the decent Q1 report, as well as some takes on the new buyback programme.Not financial advice
Transcribe →Avtech AB - Q1 2026
May 600:05:09Tap to summarizeA quick recap of Avtech's soft Q1 report. Growth year-over-year, but decline quarter-over-quarter. Not what you like to see from a SAAS-company. Not financial advice
Transcribe →Opter AB - Q1 2026
Apr 2600:04:30Tap to summarizeModest topline growth in the first quarter for Opter AB, leaving some shareholders disappointed.Looking beyond the slow growth however, the report showcases very encouraging signs for the company.Not financial advice.
Transcribe →