# I just bought/sold (Part 8) **URL:** https://forum.inderes.com/t/ostin-myin-juuri-asken-osa-8/69575 **Category:** Osakkeet **Tags:** ostinmyin **Created:** [November 8, 2025, 5:32am UTC](https://forum.inderes.com/t/ostin-myin-juuri-asken-osa-8/69575 "2025-11-08T05:32:36Z") **Posts on this page:** 1 **Showing post:** 5988
### Author: ![WidemoatInvesting](https://forum.inderes.com/letter_avatar_proxy/v4/letter/w/f6c823/32.png) [@WidemoatInvesting](https://forum.inderes.com/u/WidemoatInvesting) #### Post date: [November 14, 2026, 12:32pm UTC](https://forum.inderes.com/t/ostin-myin-juuri-asken-osa-8/69575/5988 "2026-11-14T12:32:18Z")
I’ve been buying Admicom and Revenio. Adding shares of former star companies to the portfolio when the sentiment feels like a funeral. Revenio’s forward price/sales a few years out is around 1.4—it used to be over 10 back when the company was the best and invincible. Admicom’s P/S ratio just above 3 isn’t bad in my opinion for a company whose sales are highly predictable due to the nature of the business. Switching costs are quite high in ERP systems, so I consider Admicom’s moat to be strong, as long as the customers just manage to stay afloat. Additionally, a competitor like Smartcraft has already leaned quite well into a turnaround. And the news regarding the construction sector isn’t completely hopeless anymore either. > **[Infrarakentaminen vauhdittaa rakennusalan elpymistä](https://yle.fi/a/74-20255999)** > > Rakennusyritysten liikevaihto kasvoi syyskuussa yli 13 prosenttia vuodentakaiseen verrattuna, kertoo Tilastokeskus. ![Näyttökuva 2026-11-14 kello 14.23.49](https://eu3.dh-cdn.net/uploads/db2934/original/3X/c/c/ccef49ed71467f1c6c6a8213c5802e4b71ca5ad4.png) --- _[View the full topic](https://forum.inderes.com/t/ostin-myin-juuri-asken-osa-8/69575)._