Primer: Sandvik AB (SAND SS) - Aug 2026
Sandvik is a global, high-technology engineering group with leading market positions in mining and rock excavation, metal-cutting tools, and...
92 Views
Industrivärden's Q1 2025: NAV Evolution, Discount, Target NAV, Replication
​Industrivärden offers long-term exposure to Swedish industrial blue chips with potential for upside as market sentiment stabilizes and core assets...
551 Views
Upslope's Quarterly Investor Letter (2026-Q1 Update)
Early Q1 saw a sharp snapback in relative performance of defensive stocks. Ironically, by the time the war in Iran unfolded, defensives had run so...
122 Views
Hong Kong/China Finally Bottoming?; Bullish Outlook Intact; DXY Rolling Over; Buys in Discretionary
Hong Kong/China Finally Bottoming?; Bullish Overall Outlook Intact; $DXY Rolling Over; Actionable Themes: Hong Kong/China, Consumer Discretionary,...
719 Views
Global Equity Strategy: Support Levels Holding; Bullish Outlook Intact
As long as support levels hold and market dynamics remain positive, our outlook remains bullish and we continue to view any weakness as a buying...
451 Views