Could it be that now those companies whose success during the corona years was not based on their own excellent performance, but rather on an ideal market situation created by circumstances, have been exposed.
The worst part is probably that in many companies, management genuinely believed that the temporary success was due to them and did not understand that it happened regardless of them…..
Switched to Linux Mint on Tuesday. There’s a learning curve and it seems there’s some tweaking to do.
Today I missed Windows for the first time when my computer, connected to a 4k TV, unexpectedly opened in 1024 × 768 resolution, and the display settings supposedly didn’t show any other supported resolutions. Also, Edge’s Copilot button doesn’t work for some reason. I should probably switch browsers again.
Edit. It was quite difficult to choose a distro. I was torn between Mint and Zorin 
Of course, I don’t know what you learned. But it’s worth learning to stop staring at just the recommendations and target prices, focusing instead on the justifications of the analyses. They present a scenario for business development, on which the recommendation is based. The investor’s task then is to consider whether they share the view or if they feel more positively or negatively towards the company. After profit warnings, it is naturally quite pointless to recall the target prices preceding them.
I had to jump in here to say that Steam has been available for Linux since 2013!
Of course, if you think about Proton, it has truly been a miracle. Nowadays, almost all my gaming happens on my Steam Deck from bed or the couch. I haven’t encountered many games that don’t work at least well. Though I don’t really play any AAA multiplayer games.
10 posts were merged into the topic: Model Portfolios as Investment Inspiration
I can’t find it anywhere anymore, but did OP raise the target price to 60 euros yesterday?
For Qt Group, I mean.
Thanks!
In response to Denny, Yes: BUY, target price EUR 60.00 (52.00): Our target price rises to EUR 60, as we roll forward the target price definition to 2027 forecasts and I.A.R Systems is included in the figures
OMXH25 -1.80% DAX -2.20%. What’s driving the stock markets down now? QT’s negative guidance? 
(Even AI couldn’t say what the reason might be)
Bank fear in the US again, could it just be spreading over the sea to us?
The Qt group is quite a serial disappointer nowadays. I’ve completely lost faith in them. The management collects money during the stock price increase and then chronically promises too much. Fortunately, it wasn’t a big position, but in the future, I won’t have any position at all 
Was supposed to switch to Linux Mint, but when Microsoft bowed before Mighty Europe for a year of free extension, we’ll continue with Win 10 for at least some time (but max 10/2026). Of course, it requires logging into a Microsoft account every 60 days.
Linux has indeed been in use for about 10 years on a slightly older machine.
You sheep, bowing to such Microsoft account tomfoolery. I would only agree to use a Microsoft account with a gun to my head.
A planned feature of the Microsoft account is that once the world has finally been persuaded to use it in a sufficiently large percentage, a monthly fee will start running for the use of your computer, naturally veiled as the use of Microsoft’s online services. Office 365 is already this, as are paid Copilot subscriptions and XBox Game Pass on the gaming side. The reason the account is being pushed is that without it, you cannot become a customer paying monthly fees…
On the other hand, Microsoft cannot pull the rug out from under business users who still use their own domain servers, and there are still years of work to persuade companies to tie machine logins to the Entra ID system, which is a system residing on Microsoft’s cloud that practically corresponds to a Microsoft account but is still under the control of businesses. The operating system itself technically cannot 100% require online login until that side has moved 100% to online accounts, but less surprisingly, Microsoft is tightening its grip on home users. At least until there is significant movement in Linux / Windows user numbers and they consider the entire operating system market share to be threatened. An interesting problem area to follow. 10 years ago, replacing Windows was, in my opinion, pure fantasy, but the development of Linux and the increasingly better compatibility of Proton/Wine solutions for running Windows programs on Linux have significantly changed the situation. And if home use shifts to Linux (or Mac), it will put pressure on the business world to support these platforms if employees are accustomed to using them, which can then hurt Microsoft in the long run when Windows suddenly no longer dominates operating systems.
This “an extra year of life support for Win10 machines if you log in to a Microsoft account” is, in my opinion, an ingenious way to boil the frog on the home user side. In the US, however, they still put a price on this, but in the EU, consumer protection authorities protested, and Microsoft has to offer this free of charge.
Amusingly, this is practically free for Microsoft, because due to the Windows 10 LTSC (Long Term Servicing Channel) and IoT (Internet of Things) versions, they have to maintain Windows 10 security updates… until 2032! So those updates will be made; they just don’t want to distribute them to home users and basic business machines to force the transition to a newer OS.
Has there been a change in Inderes’ disclosure policy @Sauli_Vilen, as we read this from Evli’s earnings preview in the morning review: “We will exceptionally write a quick comment on Evli on Friday and will not publish a separate earnings update, as we will publish a comprehensive analysis at the beginning of next week.”
Weren’t the publication times of those comprehensive reports at least a little secret before, or at least they weren’t announced on every street corner, or do I remember incorrectly!?
Linux here since 2004!
I guess I have to boast that I’ve been using Linux here since around ~1991-1992.
I’ll be putting Linux on my mom’s computer soon, making her a Linux user too.
My mom has never used anything else, and I’ve only had to help or advise her a few times. The only ones who have difficulty orienting themselves to something new are people who have lived their whole lives under Microsoft’s yoke.
It depends very much on what the computer is used for. If all usage is limited to a few software programs for which there are Linux versions that work OK, there is no problem. Problems arise mainly when one wants to add devices to the computer (support for the very latest gadgets might require tweaking) or wants to use software - usually commercial ones - for which there aren’t necessarily substitutes or which don’t work with Wine, or getting them to work with it requires tweaking.
But normal people’s computer usage today is pretty much 100% browsing the internet, so… Linux works very well.
Mint is still among the best distros in terms of usability and I still use it myself, but I recommend trying Fedora 42. I really liked the KDE Plasma version and it’s already in use alongside Mint (link below). It feels like Fedora’s software versions and even the kernel are more up-to-date than Mint, meaning they update faster.
I first used Linux before the mid-90s; Slackware and later Red Hat. The world has changed since then. Linux is now easy and fast to install or try (from a USB stick or as a virtual machine). If you have a bit more advanced IT knowledge, you should try the Proxmox (Linux) virtualization platform, which allows almost full utilization of the machine’s hardware resources in virtual machines, e.g., the graphics card in Windows games.
Do try it. Those “old” Windows 10 machines are in most cases still very usable. The result is guaranteed to be safer than Windows. After installation, help is now easily available even from Chatgpt, if you can just explain what you want.
Linus Torvalds is a living legend. Made in Finland. A bow.
As someone focused on Finnish small-cap/growth investments, I’m “a bit” worried right now.
On the one hand, sentiment is sour, but so is the revenue/profit development. Elsewhere, they are compounding, while many Finnish small firms are at ATL or 4-5 year lows. What happens then, if/when the party ends on the other side of the pond?
Let’s buy more 
Or close the portfolio and go fishing, for a run, or to space 
