I laughed so hard at Lassila & Tikanoja’s positive profit warning. The share price almost went negative 
I added another €20,000 worth of shares.
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The remaining half was sold when the ten-dollar mark was tested and it even dropped below 9.5.
The selling price for these was 9.59 dollars.
I bought NuScale at 51.8, a small tracking position.
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Exit 679 pcs Dlocal @ approximately 15.65. Will buy back then at a price starting from 14 in the coming days/weeks.
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I noticed the same, quite a weak reaction. No problem. I added another €20,000 worth of shares to my portfolio, and a moderate awakening is fine 
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Entered the jet-set class via IBKR 
Bought OSCR Nov14’25 21.5 Call for approximately $2.0x
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Sold IONQ 100 pcs at $83 on Monday. Today, returned as owner and bought 100 pcs at $71.80. Of course, it would have been better to just hold this when I first bought it in spring 2024, but I’m not good at it.
Edit. Pixelworks is undergoing a -48% slaughter, my own limit order set at $7.10.
Shanghai operations sold, need to investigate more closely soon.
I don’t know if any business operations will remain there, but after the sale, there should be about $60-70
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Rotation. Sold DPRO and LIDR, bought back DAVEs that were sold for $200 less than 5 months ago at $220. The stock has been moving sideways and volatility has decreased, it could soon be ready for the next big move (hopefully upwards). DAVE is a neobank that solves everyday financial matters, offering, for example, an Extracash service which is a short interest-free loan. DAVE also has its own cashAI for credit risk assessment, which develops based on data collected from users.
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Added again between Mon-Wed 50% of Honkarakenne @€2.24-2.25. It is the fifth smallest in the AOT with a 1.7% share and an average purchase price of €2.5.
Now I’m calmly waiting for better construction times without any intention to add more.
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Quick flips and today I sold at market open for €0.1348.
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Loreal out @378. I’m not going to lock up shares for two years, which would be a prerequisite for bonus dividends. With exactly one year of holding, approx. 8% return + dividends. Quite okay, even if not exactly what I was looking for.
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I bought Canatu at €8.5.
First purchase of this, starting cautiously.
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I bought Hiab today just for fun, I don’t know if it made any sense?
Hiab 39e share, lottery ticket for the earnings report, did it make sense or not?
just because of this article
https://www.kauppalehti.fi/uutiset/a/25100192-b852-489e-b19e-cbf38186068a
POTENTIAL ISSUERS OF POSITIVE EARNINGS WARNINGS
Current guidance January–June 2025
Atria Adjusted operating profit is lower than the previous year’s 65.4 million euros. Adjusted operating profit rose to 30.5 million euros from 26.4 million euros in the comparison period.
Hiab Operating profit margin for continuing operations over 13.5%. Operating profit margin for continuing operations was 15.5%, compared to 14.7% in the comparison period.
Lassila & Tikanoja Revenue at the previous year’s level of 770.7 million euros and adjusted operating profit at or better than the previous year’s level of 43.2 million euros. Revenue decreased to 371.8 million euros from 384.2 million euros. Adjusted operating profit rose to 17.6 million euros from 12.7 million euros.
Orion Revenue 1,630–1,730 million euros. Operating profit 400–500 million euros. Revenue rose to 771.0 million euros from 636.7 million euros. Operating profit rose to 182.5 million euros from 121.8 million euros.
Sampo Insurance premium income 8.9–9.1 billion euros and underwriting result 1,425–1,525 million euros. Insurance premium income grew to 4.5 billion euros from 4.1 billion euros. Underwriting result grew to 729 million euros from 580 million euros.
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Yesterday, one more purchase. Illumina has finally managed to turn things profitable. This was quite a hyped stock in the US, and valuation multiples stretched and strained; four years ago, it was paid 500 USD, and its market value hovered around 100 billion. Making a profit was just a dream. Now things seem to have turned around. The last 4 quarters have been positive. The markets haven’t been particularly excited about this, and the P/E ratio, based on the last four quarters, is hovering around 10, which I don’t think is particularly expensive for a company in this industry.
This is also a reminder that a company can face chilling expectations (note the journalist-like use of the adjective), but then when things finally fall into place, the company and the hype have long since been buried.
40 shares at a price of 91.10 USD
The company also owns 14% of Grail Inc.
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Entry Lassila&Tikanoja
I believe this is a potential acquisition target. If we wait, the spin-off, the stable, unexciting business, and a good dividend yield will keep my expected return at an acceptable level.
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I doubled my position in this tired crawler.
Is this some Hesuli’s thousand-year declining cycle, a loss-making dividend trap?
Heh heh, no, it’s actually Amazon’s stock price measured in euros.
I’m taking advantage of the dollar’s weakness, getting a discount now with a ‘räntä på räntä’ (interest on interest) leverage through both the stock price drop and currency conversion. I expect this to eventually turn out like two of my best strokes of genius this year, Google and ASML, which initially lagged behind the market rallies and then quickly caught up with their peers.
It’s completely pointless for a Hesuli investor to complain about the high prices of Megatechs anyway, when these best companies in the world have been available for purchase at their cheapest multiples in ten years on several occasions this year. That is, if one has bothered to look beyond the stock chart.
In the world, there is only one cash flow printer more stable, predictable, and higher quality than Megatechs, whose moats even the wonders of America cannot overcome. I’ve added more of this too, while it’s still cheap, almost free even. It is, of course, QT GROUP.
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Kamux up 10% on today’s news to 2.065e.
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Extra cash removed from a private residence in Malta ahead of tomorrow’s payday. So, additions:
-Storebrand Global all countries
-Storebrand Japan
-Handelsbank USA index
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A day late, but yesterday, in honor of payday and Nordea’s stock savings day, I headed to Sweden for some stock purchases. Swedes are known for their Mora knives, so small additions to the portfolio:
- Betsson @ SEK 148.80
- Evolution @ SEK 724.
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Acquired an initial position in Terveystalo at 9.94e for tracking; the stock has seen a strong decline over the past 3 months. Perhaps this will be my nursing home for old age?
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Buys!
Sanlorenzo 
: a small initial position in the portfolio.
As I understand it, the world will soon be swarming with multimillionaires, because everyone is making 20% daily returns in crypto, 50% daily returns in AI stocks, and 100% daily returns in quantum stocks.
That money has to go somewhere, and why shouldn’t this quality yacht manufacturer get its share.
In addition, I added a piece of a falling knife, i.e., Domino’s Pizza Group 
. The stock is the most shorted on the UK main list. The market situation is difficult, but to my understanding, the company’s long-term competitive advantages have only strengthened relative to its competitors. While waiting for a recovery, the company offers a ~6% dividend yield, and the latest share buyback program adds another ~3% on top of that.
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