Inderesin kahvihuone (Osa 10)

[Sijoittaja-alokas]

@Roni_Peuranheimo

Very little discussion about Multitude has arisen here. I wrote a slightly longer report after the Capital Markets Day, so it’s worth reading or watching the CMD’s slides/webcast yourself! The investment story has progressed well this year as the company has been followed, and otherwise the company has a good track record of achieving its promises after the 2021 earnings dip. The guidance and targets for the coming years are tough, but if these were achieved, the return potential would also be good.

Today, we will also film an interview with the CEO about the Q3 results and the CMD.

251112_Multitude_CMD_2025.pdf (4.6 MB)

@Volkkari

It is indeed a bit strange why people aren’t interested in this. In 2021, it was completely obvious to me that the company had potential when Ferratum’s EBT alone was €30 million. SweepBank and Capitalbox were indeed in bad shape then, but the idea was that the poor performance of these two couldn’t be watched indefinitely, meaning Multitude’s value would inevitably be unlocked somehow.

Anyone interested in Multitude, are you out there?

I can’t say anything about it myself.

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I would bring up Aallon Group, even though its share price has been a bit boring, but perhaps that’s why it’ll be exciting soon.

Among IT service companies, I would dig up the unsexy and grey Digia - it plays the long game and doesn’t seem expensive + performs quite well even considering the circumstances.

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I don’t own any of these myself; I’ll probably buy some random thing again soon, about which I don’t know if it generates revenue, or what it even does, or if it does anything at all.