Ostin/myin juuri äsken (Osa 7)

https://forum.inderes.com/t/ostin-myin-juuri-asken-osa-7/52688/7957?u=sijoittaja-alokas
These Qt shares sold for 44 euros. :slight_smile: A small old position remained in the portfolio, which is slightly less than 4 percent of the portfolio.

It was a bit of a hasty trade. A lot of uncertainty and risk, even though there is upside potential. The dip was probably not an overreaction, and there are so many uncertainties that the potential upside is not tempting.


https://forum.inderes.com/t/ostin-myin-juuri-asken-osa-7/52688/7918?u=sijoittaja-alokas

I bought more Sofia. Below are some new justifications in addition to the old ones. :slight_smile:

The management has strong incentives; if the stock rises significantly to a certain level in a relatively short period, they will receive their incentive bonus. It has become clear in several instances, or rather… the impression is that the management is playing the long game. The CEO has made purchases during difficult times, and the management has made decisions that apparently support a clearly longer timeframe. Someone in the thread also mentioned how the management is building a strong foundation and specifically long-term growth.

Otherwise, various recent company-specific news and reviews reinforced my understanding of the company, which you can read about in my earlier purchase message. :slight_smile:

This was not a decisive factor in my purchase, but I’ll include it here anyway. :slight_smile:
https://twitter-thread.com/t/1955268979376726492
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