A new position after a long time: Bure.
Purchased 27.08.2025 @286.00 SEK. My holding period: +5 years.
Justification:
Two board members have increased their holdings in August (@281.40 SEK and @290.80 SEK).
A large, interesting acquisition was completed - together with, among others, Creade (Creadeksen) - in June: Silex Microsystems, a world-leading semiconductor company.
The substance premium (Substanssipreemio) is currently exceptionally small, about -3%. For example, the 5-year average is about -17% substance premium.
Impressive track record: 10-year return without dividends is about +465%, and 15-year return without dividends is about +900%.