73 items at $34.15 each. Last time I got them this cheap was in April.
5 Likes
I started direct purchases from Japan (I have to do them first thing in the morning, the stock exchange closes at 8 AM Finnish time). I bought two companies:
- Marubeni Corp.
- Mitsui & Co.
I’m starting with these, more companies will come later.
15 Likes
Taken another position in Tokmanni @6.935€ as tracksuits are selling and the stock is falling with low volume, the bigger panic having already passed.
20 Likes
Qt Group addition from “rock-bottom levels” €31.4.
I once observed people scooping up Neste from €25 rock-bottom levels. When it dropped below that, I joined in, because now it has to be cheap 
19 Likes
Purchase: Norbit at 168.00 NOK. I just tripled my previous small position; the average price is now 173. Norbit’s weight in the company’s portfolio is now 2.8% and in all portfolios 1.7%.
3 Likes
Sales:
- Rusta exit. Insiders are buying and the price is low, so probably a stupid decision. Just not interested in owning.
Now cash is about 8% of the portfolio and ready to buy treats. 
13 Likes
Extra funds into indexes
-Storebrand Global all countries
-Storebrand Japan
-Handelbank USA index
And why… I don’t know
6 Likes
A Nasse long drink for one and a half thousand euros.
Ten leverage as a bonus.
Taking profits from silly stocks seems to continue, and slight symptoms are visible. The rest of the year will probably be strong for stocks.
It would be interesting to understand where the money is flowing from Crypto/AI stocks? Iren is on the shopping list at $40, and Himsi could be added if we get below $30. Celsius hit a stop-loss yesterday.
Could it be time to add to Nordnet’s Swedish small-cap fund?
E: Nordnet’s small-cap fund is being merged into something. Usually, being involved in these mergers has not been smart in the long run.
If someone who is better at Swedish
11 Likes
Nordnet itself at least has an old-fashioned digital mailbox where this was communicated in the recipient’s chosen language. 
Add Kesko so there’s no need to reply in a different thread.
7 Likes
Luckily I sold these pieces of crap for a 70€ profit last Friday.. Successful trade..
2 Likes
I bought a small amount of Röko for my portfolio. The stock is sliding day by day, but insiders are buying. The valuation requires continued value-creating growth, but considering the team’s expertise, an EV/EBITA of 22-23x is not entirely unreasonable. (EV accounts for minority buy options.)
The company was listed in the spring, and the illiquid stock surged into a bubble. Since then, many who previously invested in the company have started selling the stock, which has let the air out. On the other hand, for many investors, Röko’s portfolio of 30 companies is a hodgepodge, ranging from graduation caps to conveyor belt lubricants. Sector agnosticism is an advantage if you know what you’re doing, but terrible if you don’t. Because management has decades of experience in acquisitions and numerous different industries, I dare to bet slightly on the former.
Such stocks often fall much further without major news, so this is a small initial position.
The company’s philosophy warms my heart: decentralized decision-making, simplicity, discipline, and letting the numbers speak for themselves.
To finance this and save my unfashionable cash reserves, I lightened my struggling Gesco position, but its turnaround is not yet so written off that I wouldn’t keep a bit of the stock in my portfolio for now.
14 Likes
Shocked by Intellegon’s fate and the loss of my money, I bought another small Swedish company called White Pearl Technology Group for 17.90 SEK as a consolation. So I learned nothing from the Intellegon case.
15 Likes
Bought an opening position in Kesko. Moderate valuation. According to the press, Finland Inc. is soon bankrupt, so the legal MAFIA is a safer choice than the index and always finds ways to make a profit, even by force.
16 Likes
Just invested €150,000 worth of Finnish growth gems into the portfolio, which have been heavily beaten down: QT Group, SSH, Gofore, and Vaisala. In addition, a small top-up of Dutch Theon.
46 Likes
Bought back the Herantis Pharma shares sold in early October (2.7K @ 2.03).
2 Likes
I’ve been buying the used car online seller Auto1 in recent days for slightly under €25, as I am shifting part of my portfolios’ focus to be more defensive. The position is now full.
The biggest risk for the coming year seems to be related to Autohero’s scaling difficulties, but since success has already been achieved on the dealer side once, I see realistic possibilities on the consumer side as well - it’s mainly about
3 Likes
Shopping continues as planned, now I added a new company to the portfolio:
Domino’s Pizza (DPZ)
Once I sort out the cash flow, purchases will continue as planned in the coming days.
2 Likes
Back to familiar and safe purchases
Fortum 30 pcs below 19e
Kesko 15 pcs below 18e
Huhtamäki 10 pcs around 28e
Additional subscriptions á 150e, OP-Finland, - Asia and -Nordics
Tomorrow’s Nvidia earnings release will probably define directions in the stock markets; if the decline continues, we will keep buying…
20 Likes
It was a day of lightening the load:
In the morning, Vincit was finally out of the portfolio from the OST side at a really significant loss, at a price of 1.37€/share. And in the afternoon, there was even a negative profit warning…
About 10% of Talenom out, even though I tried to sell 25%. Taking losses out and returning with the same position size at some point. Price 2.95€/share, which were bought at 3.2€ and received a 0.1€ dividend. The total position was just over 1.2%.
About 50% of Olvi out at a price of 28.50€. Bought above 30€, so a small loss from this as well. The whole position was about 0.7% of the portfolio.
Telia trimmed about 10% of the position at a price of 3.337€. These went for a small profit, as the purchase prices years ago were 2.89€ and 3.08€ for these lots. Telia’s share of the portfolio was about 1.4% before sales. The next sales at these price levels will result in losses of cents, so if selling pressures continue, Telia is likely one target.
The goal is to reduce leverage by another 3-4% and build a buffer on the account equivalent to 3-4 months of expenses, which I would start to circulate through 1-3 month time deposits for everyday use, so that I can more freely reinvest capital income back into the market.
EDIT: I still completed the Talenom order at the 2.925€ level, meaning a total of 25% of that position was sold, and a total of about 0.9% left the portfolio today.
4 Likes
Earlier this morning, Stillfronts were sold at a price of 6.597. I don’t mentally consider it a so-called core holding, so I’m freeing up more cash for a while.
1 Like