Compounding Knowledge @Compoundknow

Investor focusing on the Nordic stock markets (Norway, Sweden, Denmark & Finland). Writes occasional stock write-ups. compoundingknowledge.substack.com Oslo, Norway Joined June 2019

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Compounding Knowledge @Compoundknow

2 years ago

Europris finally acquires ÖoB open.substack.com/pub/compoundin…

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Compounding Knowledge @Compoundknow

2 years ago

@JanOftedal3 Kan dere si noe om bytte av daglig leder?

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Compounding Knowledge @Compoundknow

2 years ago

@ulf_huse DNO er ganske interessant selv for de som ikke liker commodities, priser kurdiske delen til nærmest null, har en utestående fordring på 1/3 av market cap. Bra vekst i nordsjøen. Aprendere skolor scorer veldig bra på det kvantitative, men den politiske risikoen er betydelig.

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Compounding Knowledge @Compoundknow

2 years ago

@JanOftedal3 Er Solgt.no sitt primærfokus Cerebro nå? Er den originale forretningsmodellen fortsatt i drift eller har dere gått vekk i fra den?

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Compounding Knowledge @Compoundknow

3 years ago

Cash-flow statement:

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Compounding Knowledge @Compoundknow

3 years ago

Balance sheet:

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Compounding Knowledge @Compoundknow

3 years ago

Very good Q2 from Smartcraft $SMCRT 🇳🇴 Rev 100,9m from 81,55m (+23,7%) EBIT 34,16m from 21,37m (+59,8%) Profit 29,3m from 19,38m (+51,2%) Operating leverage is at works. As more customers join, the marginal expense decreases, making margins significantly higher.

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Compounding Knowledge @Compoundknow

3 years ago

How would Warren Buffett invest a small sum of Money?

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Compounding Knowledge @Compoundknow

3 years ago

@pauldutz Really liked the chapters on the Customer and Cash-Flow

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Compounding Knowledge @Compoundknow

3 years ago

Like most investors who follow Buffett, we listen to how he thinks of investing, but we never get much info about how to analyze and research the investments. This book tells you exactly that. How to do in-depth fundamental research about a stock. Highly recommend this book!

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Compounding Knowledge @Compoundknow

3 years ago

@long_equity Low share dilution

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Compounding Knowledge @Compoundknow

3 years ago

@AnkerInvest KFAST er veldig interessant eiendomsselskap siden de eier aller meste av verdikjeden selv. At de utvikler og bygger eiendommene skaper et sterkt konkurranse fortrinn. De slipper å betale for marginen til underleverandørene som skaper en sterkere yield. (disc long)

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Compounding Knowledge @Compoundknow

3 years ago

ARRIBATEC $ARR Q2 🇳🇴 Rev up 23% Gross profit up 25,6% EBIT from -24,7m to -4,2 Each segment increased earnings and EBIT. Results are down due to corp expenses.

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Compounding Knowledge @Compoundknow

3 years ago

@alexeliasson It seems like Volue has some solid cash conversion, any thoughts on why it's so high?

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Compounding Knowledge @Compoundknow

3 years ago

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Compounding Knowledge @Compoundknow

3 years ago

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Compounding Knowledge @Compoundknow

3 years ago

The IT-Consulting business is the largest sector in my portfolio as of today. It is a growing and competitive business, as fighting for customers and employees is fierce. Finansavisen/Kapital (Norwegian) had an interesting article today about the sector. Good read!