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Equity Bottom-Up • Thematic (Sector/Industry)
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•23 Apr 2026 08:21•Syndicated

Raysearch: Laser Focused

Oncology software provider RaySearch ($RAYB.st) is down almost 50%, caught in the middle of the selloffs in Software and in Swedish healthcare...

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•15 Apr 2026 06:33•Syndicated

Modiv Industrial: “Too F***ing Cheap”

REITs like $PKST, $CHCT, $ALEX and $NSR.ax have all been taken out at a premium recently by firms like Blackstone and Brookfield who believe the...

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bullish•AVTECH Sweden
•20 Jan 2026 05:48•Syndicated

AVTECH Sweden: Cleared for Takeoff

It’s the SaaS apocalypse, and SaaS companies are being taken to the woodchipper left, right, and centre due to AI fears.

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bullish•Volvere
•08 May 2025 09:35•Syndicated

Volvere PLC: Easy as Pie

Volvere is a UK based company started by two brothers Nicholas and Jonathan Lander in 2002, both with long track records in a variety of financial...

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bullish•JPEL Private Equity
•03 Dec 2024 07:39•Syndicated

JPEL Private Equity: A Free Lunch

The UK market currently has a lot of companies trading at very cheap valuations, some justifiably, some less so. Liquidity and investor interest...

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