Inderes Coffee Room (Part 11)

[Sijoittaja-alokas]

@Sijoittaja-alokas

LeadDesk is growing well and everything has gone according to plan, but I believe the best times are still ahead. It seems a bit unfamiliar to many, and in my opinion, very few have really dug into this company, with the exception of analysts.

Marimekko, well, it’s in the fashion industry, where anything can happen, but somehow I believe Marimekko will eventually become something much bigger. In the Heikkilä & Vilén episode, Heikkilä jokingly suggested, not at all seriously, that Marimekko could be a ten-bagger when they were discussing, in a lighthearted and relaxed mood, which stocks might ten-bag.

Orthex feels safe, but at the same time, it has the potential to grow significantly and substantially.

I have other stocks as well, selected so that I could hold them for a looooong time, but I thought I’d pick this interesting trio for now.

I still have LeadDesk in my portfolio.

This is how they have developed since my post.

LeadDesk 22.50 → 3.25
Marimekko 13.40 → 9.37
Orthex 10.8 → 4.59

This is brotherhood!