Ostin/myin juuri äsken (Osa 7)

A good reminder about a target that had fallen off my watchlists appeared in the pitching competition.
https://forum.inderes.com/t/pitchaa-paras-sijoitusideasi-kisa-kaynnissa-20-8-asti/52900/92?u=kettunen

So I grabbed a piece of Grab for my portfolio at $5.11. First batch, planning to add more after further research, if it seems justified. In the pitch (not my own writing) and the Grab - Asian Uber, all services at once thread, there’s good background information for the rationale.

This is a combination exactly to my taste: a growth stock that is turning profitable, with a good cash position supporting its development. Additionally, it diversifies away from Europe and the USA, as I’ve already invested there.

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Another purchase from last week went unreported.
KH Group returned to the portfolio - this was before the earnings report :man_facepalming: at a price of €0.536

NRG’s good performance and KH-Koneet’s growth even in a weak market made me believe that there could already be ingredients for a better quarterly report.
Well, the report wasn’t quite that good, but the potential for unlocking value still exists both through the sale of NRG and by exiting Indoor somehow.

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