A members network for financial professionals and private investors. We keep our eyes focused on Nordic Tech and Life Science based companies with global reach.
Stockholm, Sweden
Joined June 2010
- Tweets22.7K
- Following254
- Followers14.5K
- Likes766
Redeye retweeted
Redeye’s Q3 2025 Quality Microcap report was just published.
It features two new case write-ups, commentary on more than 20 names, a deeper look at First North traded volumes using “Intellego-adjusted trading volumes”, and an unstructured reflection on investment philosophy.
The report is available using the link below (free access):
redeye.se/research/1141100/r…
Redeye retweeted
Episode 74!
Stephen Penman:
“There's no such thing as intrinsic value, you can't find it. You go into the woods and try and look for it, you really can't find it, okay?
But, that's not what investment is, it's not a game against nature, it's a game against other investors.”
Redeye retweeted
Investing by the Books' 72nd podcast episode has just been released!
We have the pleasure of talking to @TSOH_Investing about one of his favorite books – Hit Refresh – written by Microsoft's Chairman & CEO @satyanadella
You find links to our conversation in the comments.
Redeye retweeted
The Consumer Strikes Back! 💥
Our Q1 2025 Quality Microcap report has just been released, featuring a deep dive into e-commerce, case writeups, and, last but not least, interviews with two retail/e-comm giants.
Major thanks to Stefan Palm and Patrik Hedelin for the great conversations!
redeye.se/research/1114477/r…
Redeye retweeted
Thank you to everyone who joined us for our Quality Microcap Event earlier today.
The full event recording is available using the link below. Individual company presentations are scheduled to be published in a few days.
redeye.se/events/1068674/red…
Redeye retweeted
The next edition of our Microcap Report is scheduled for release on Monday, March 10.
Currently standing at 97 pages, it features commentary on 21 names, three new case write-ups, and a 14-page interview with one of the most well-known profiles on #finanstwitter.
The interview title is “Volatility that gives you a nosebleed and returns that make you salivate.” Perhaps that is a hint to who we have spoken to.
Follow the theme using the link below to have it delivered straight to your inbox: redeye.se/themes/quality-mic…
Redeye retweeted
The schedule for Redeye’s microcap event on March 26 is now finalised.
Between 08:30 and 12:15, the following companies will join us for presentations and Q&As:
- Serstech $SERT
- CombinedX $CX
- Waystream $WAYS
- Vertiseit $VERT
- Cheffelo $CHEF
- Polygiene $POLYG
- BPC Instruments $BPCINS
- Physitrack $PTRK
- Adtraction $ADTR
- Tradedoubler $TRAD
- Safeture $SFTR
- Avtech $AVT
Contact us at [email protected] for physical attendance. Timestamps are available in the image below:
Redeye retweeted
Six new participants have been added since this post. We are pleased to announce that the following companies will now also join us on March 26:
Adtraction $ADTR
Polygiene $POLYG
Physitrack $PTRK
Waystream $WAYS
Serstech $SERT
Safeture $SFTR
Email us at [email protected] or comment below, and we will get back to you with more information regarding physical attendance.
See you there!
// @MartinWahl111 & @BenonJacob
Redeye’s Quality Microcap Event will take place on March 26. The event will include an introduction to the Nordic microcap space, company presentations, and Q&A sessions.
Participating companies (subject to change):
- Avtech $AVT
- Cheffelo $CHEF
- Tradedoubler $TRAD
- CombinedX $CX
- BPC Instruments $BPCINS
- Vertiseit $VERT
If you want to attend in person, DM us or email [email protected] for an invitation.
Redeye retweeted
We just released an episode with Jaime Lester, a hedge fund industry veteran who has worked at firms such as Steinhardt Partners and David Einhorn’s Greenlight Capital.
Our focus is his recently published book, Pause to Think, which compiles and describes 32 mental models.
Redeye retweeted
We are launching Microcap Talks, a new article series where we have conversations with fascinating people within the microcap space.
For our first article, we are joined by Mathieu Martin (@Stocks_Stones) —a Canadian microcap investor and portfolio manager at Rivemont MicroCap Fund. We talk about how he got into investing, what drove his 90% return in 2024, and a the stocks he finds particularly interesting for 2025.
Please check it out and let us know what you think!
redeye.se/research/1068775/m…
Redeye retweeted
Will Barnes is the co-founder of In Practise and joins the show to discuss their book of the same name.
The book has eleven chapters, each built on an in-depth interview with operators (25+ years experience) of companies like Spotify, Danaher, and Constellation Software.
Redeye retweeted
We just published our episode with @AsifSuria, a US-based investor and entrepreneur focusing on event-driven investing.
Our focus is Asif’s book, The Event-Driven Edge in Investing, which explains six different strategies, such as merger arbitrage and buybacks.
Redeye retweeted
The latest Redeye Quality Microcap report has just been released.
At 90+ pages, it features commentary on 20 names, an analysis of the Swedish market sentiment, an interview with @PCG_H, and a review of @brettgardner_10’s book Buffett’s Early Investments.
Available for free using the link below:
Redeye retweeted
Christmas giveaway!
We are giving away three signed copies of @brettgardner_10’s fantastic book, Buffett’s Early Investments. Perfect for holiday reading!
To participate:
📚Like & Retweet
📚Follow us (so we can contact you)
The winners will be announced on December 11.
Redeye retweeted
Our last serial acquirer deep dive for the year is out. A few takeaways 🧵redeye.se/research/1062118/s…
Redeye retweeted
The second edition of Redeye's Quality Microcap Report will be published on December 9. To ensure you receive it directly in your inbox, click the "Follow" button on the theme page.
This edition aims to feature 18-19 company profiles, including 3-4 outside Redeye's coverage. The write-ups outside of Redeye's coverage is rumored to set a new ATH for pages per million SEK of market cap, a key metric of ours.
redeye.se/themes/profitable-…
Redeye retweeted
We just released an episode with @brettgardner_10, in which we discuss his recently published book, Buffett's Early Investments.
He has uncovered a few of Buffett’s investments in the 1950s and 1960s that have been rather unknown until now.
Redeye retweeted
We just released an episode with Simon Kold, who founded the Denmark-based investment firm Kold Konstellationen and previously worked at Novo Holdings.
Our conversation focuses on his book, On the Hunt for Great Companies, which covers how to determine business quality.
Redeye retweeted
Next week, we're interviewing Petter Hedborg @PCG_H , founder of Modular Finance, a SaaS company in the financial sector that, over the past ten years, has scaled from 0 to over 100 MSEK in ARR with an almost 60% EBIT-margin.
Even more impressive is Petter's passion for stock-picking in the Nordic microcap space, achieving a 45% CAGR over 18 years, making him the perfect guest for the next edition of our Quality Microcap Report.
Got any burning questions you'd like us to ask him? Drop them in the comments!
