It's eerie how closely aligned our portfolios and target companies are. As a US investor myself, it's harder to get a good, local feel for European companies. Most of the ones I have settled on you have also written about (here and in your portfolio). Gives me a little validation, in some respects.
A few more from your region that I have been following (or purchased) that might align with your methodology:
-ChemoMetec (Denmark) - Missed my opportunity at DKK380, now have to wait. Notable growth and profitability in biologics/MA/CGT
-Admicom (Finland) - No idea if their ERP (construction focused) is really that popular and growing in Finland/Nordics
-QT Group (Finland) - substantial profit and growth from opensource licensing, and also has an IT consultancy portion of the business
Cheers, good to hear that there's interest for some of the great companies we've got up in the cold Nordics 😊
All three names are quite familiar for me, I haven't done any proper work on them, but Admi and Chemo are names I've been interested in. Not sure I like the sectors they are positioned in though.
For a follow up, those names made me think you'd find Thomas Nielsens fund First Veritas interesting. Unfortunately he communicates solely in Norwegian, but the holdings are all real high quality in the nordics.
And just to wrap things up, I think you might find Smartcraft and Genmab interesting.
Thanks for reading and commenting, feel free to contact me if there's any names you want more "local" perspective on any names 😊
Quality content. Always wanted to learn about more European companies, especially Nordic. Subscribed. Thank you!
It's eerie how closely aligned our portfolios and target companies are. As a US investor myself, it's harder to get a good, local feel for European companies. Most of the ones I have settled on you have also written about (here and in your portfolio). Gives me a little validation, in some respects.
A few more from your region that I have been following (or purchased) that might align with your methodology:
-ChemoMetec (Denmark) - Missed my opportunity at DKK380, now have to wait. Notable growth and profitability in biologics/MA/CGT
-Admicom (Finland) - No idea if their ERP (construction focused) is really that popular and growing in Finland/Nordics
-QT Group (Finland) - substantial profit and growth from opensource licensing, and also has an IT consultancy portion of the business
Cheers, good to hear that there's interest for some of the great companies we've got up in the cold Nordics 😊
All three names are quite familiar for me, I haven't done any proper work on them, but Admi and Chemo are names I've been interested in. Not sure I like the sectors they are positioned in though.
For a follow up, those names made me think you'd find Thomas Nielsens fund First Veritas interesting. Unfortunately he communicates solely in Norwegian, but the holdings are all real high quality in the nordics.
And just to wrap things up, I think you might find Smartcraft and Genmab interesting.
Thanks for reading and commenting, feel free to contact me if there's any names you want more "local" perspective on any names 😊