I bought 400 pcs of Huuva and at the same time, on the unlisted side, I opened a series of investments from which I also hope for returns.
I should trim down larger positions a bit and continue cutting down smaller lines (where the number of lines doesn’t seem to have decreased much…) to reduce leverage. But let’s continue that part on Monday.
5 Likes
Right from the open, a small OSCR reduction and these for Nexstim addition at 15.00€. Now Nexstim is at the buying level of my own C&H outlines, and wow, what comments based on the CNS conference. If neurosurgeons start to wonder if it’s still ethical to treat without Nexstim’s devices now that they know the reality of the alternative, AND that FDA approval for diagnostics sales, then there could be quite a ketchup bottle effect coming.
Then just recently Renoworks Software out, and these funds into HIMS. In two days -25% and a menopause launch, uh what?
Buy when others are fearful and so on.
Do your own DD
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Bought 200 units of Lemonade at an average price of about $48.50. The company’s recent board additions and track record for revenue growth are convincing. Share price volatility will surely continue, but I believe in the company’s performance and achieving profitability by the end of next year. A scalable and single-system based AI player is disrupting the outdated insurance industry in both the US and Europe. Users also like the service, as evidenced by the 4.9-star rating in Apple’s App Store. All in all, an interesting company and a good addition to an otherwise “lower-risk” stock portfolio 
5 Likes
A third of Fortum sold. I can’t find reasonable justifications for the recent rise. This had risen to become the 3rd largest in my portfolio.
A third of Siemens Energy sold. The share price is many times my purchase price and now it’s my top 5 holding. I don’t want such a large weighting in a company that I don’t really have the energy/ability to follow. This money might go into a new company in the same sector.
6 Likes
I further lightened my portfolio yesterday:
Half of the CIFR position sold @ $17.80
Entire BITF position sold @ $5.00
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last week, a position was opened in a utility company directly from Spain:
Iberdrola
As the position in Fortum starts to be full, the focus shifts to other similar/at least somewhat similar companies.
Still, the thesis is that we will need electricity, and all companies that produce/and transmit (Iberdrola) it attractively are at least worth considering/a small position.
3 Likes
Bought 3000 shares of Churchill Capital X (a SPAC company, changing into Inflection) back on Friday at approx. $21. On Tuesday, I sold this and all other speculative stocks. Churchill went as low as approx. €17.4, and on Friday, the market bought it up with high volume.
Compared to listed quant stocks (e.g., Rigetti, IonQ), the company’s value is “cheap”. Of course, the revenue vs. mcap for all of these is negligible.
I still believe that money will flow into quant stocks.
2 Likes
I have eagerly continued with small purchases.
Plejd at 930 SEK. Opening position for OST (1.9% of personal portfolios and 0.7% of all). I bought on Wednesday before the Q3 report; by the end of the week, it would have been slightly cheaper.
Now, this Swedish company has all its communication in order. And design. Also growth figures and profitability. The stock price clearly already has high expectations for future returns, and I think I wanted to get on board almost at any price, it’s such a nice company. So probably not the smartest investing. On the other hand, the stake is small, and it’s more interesting to follow the company as an owner. A rather quiet company thread can also be found.
Magnora at 19.98 NOK. On Friday, I doubled my previous small position (the weight in the company’s portfolio is now 2.2% and 1.4% of all).
5 Likes
A little while ago, I added 100 shares of Huhtamäki at a price of 29. The next bids have also been out, but I haven’t gotten a bite yet. Maybe then on Thursday’s earnings day, it will hit.
6 Likes
Also added 50 pcs of Novo at price 348.
The stock did not start rising, as I previously speculated. However, at these prices, it’s fine to add more, as the investment horizon for this is 3+ years.
Of course, if scary monsters (problems) for Novo emerge from the closet in the future, then I’ll have to reconsider.
6 Likes
Added Optomedia this morning. 370 pcs. The most likely outcome, in my opinion, is a takeover bid for the company. That’s how much is happening in the “scene.”
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I agree with Nahlroos’s view, and I myself FOMO’d into Optomedia in the morning.
Of course, only with a ‘touhutonni’ (a slang term for a small, speculative amount, often 1000 euros) i.e., 250 pcs.
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Added a modest amount of a Finnish medical technology company to the portfolio, which will be acquired from the stock exchange any day now – Aiforia, of course.
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Instead of stock investing, my focus has been elsewhere for the past couple of years, and my portfolio has withered in a bad market. I miss the times when I had three stars on Shareville and my percentages significantly beat the index. Now I need to pull myself together again and start becoming more active towards bigger gains.
In the name of cleaning up, the following positions have been completely removed from the portfolio in order of size:
- Incap (+ approx. 120%)
- Revenio (+ approx. 20%)
- Orthex (- approx. 45%)
I’ll update soon on what I acquired with the money. 
14 Likes
Faron’s OST ownership doubled @€2.14, meaning about 10% of the capital invested in the AOT account has been allocated to the company. On the AOT side, this is seven times the amount, or 8.2% of the portfolio, with an average acquisition price of €1.50. We’re going with these.
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Sales:
- Qt Group reduction. Approximately 20% of the position was sold off simply because the company does not deserve a larger weighting at the moment (now approximately 6% of the portfolio). Trust in management has practically been lost, no information is available regarding the progress of trading (except for shocking negative news), and the company itself is completely lost as to what can be expected from the year. Time for both the company and us investors to pull ourselves together.
37 Likes
I sold Zalando SE and got about 84e loss, woohoo!
But seriously, I’ve done well on the ETF side and my portfolio has companies that need to go, like Zalando. Additionally, it would be good to get a bit more loss for next year’s taxation, so I don’t have to pay so much in back taxes. I.e., it was better to sell Zalando at a loss than, for example, at a small profit.
3 Likes
Neste out. This was again in the series of an adult man’s hobby activities. A hundred-euro hit. It wasn’t owned for long.
More Fodelia instead. Record cheap. Q3 on Wednesday and with these profits I’ll go buy a Lexus GS 3.5l 296hp then.
This is easy.
24 Likes
For Payday
Through Nordnet and OP
- Europe Index
- Finland Index
- Ålandsbanken Short-term Interest
- OP Fixed Income
- OP World
30,- each 
19 Likes
Purchase:
- Sea Limited increased position. Beefed up the ‘lilliput’ position in the portfolio a bit. The stock is still not cheap by traditional metrics, but with good luck, this could provide long-term growth for the portfolio. The biggest threats are political risks and competition. Of course, SE has a fairly strong grip on the Southeast Asian market, and growth has been quite beautiful to follow. In addition, the last quarter was amazing: growth occurred in every business segment. Sea Limited now 5.5% of the portfolio.
Sea Limited’s stock price is quite volatile, and when investing in emerging markets, you sometimes have to hold onto your hat. 
7 Likes