McCormick CO top-up at $68.92.
With some spare change, AS Tallink FDR at €0.58. Additionally, an extra purchase into the OP-World Index outside of monthly buys.
3 Likes
Bought Novo yesterday, it was a good day to buy.
Added RGTI, VERTIV, and QBTS.
Opened IONQ.
10 Likes
- Bought GitLab @ 37.30
- Bought Qt @ 32.12
SaaS is not dead 
4 Likes
Picked up Surf Air Mobility Inc. (SRFM) as a multibagger lottery ticket at a price of 2.03 USD. Palantir owns about 20% of the company, and together they are developing SurfOS software for the regional aviation industry. So far, the company has exceeded or met its forecasts, and according to analysts, the price target is 5.00 - 12.39 USD, but everyone has their own formulas and assumptions, so those don’t mean much at this stage. Below is an excerpt from their website:
“Surf Air Mobility is a Los Angeles-based regional air mobility platform and one of the largest commuter airlines in the U.S. by scheduled departures. It is also the largest U.S. passenger operator of Cessna Caravans.
In addition to its airline operations, Surf Air Mobility is developing an AI-powered software platform for the Regional Air Mobility industry.
The company is also working to commercialize electrified aircraft and creating proprietary powertrain technology for the Cessna Caravan. Surf Air Mobility plans to offer its software and electrification solutions to the Regional Air Mobility industry, with the aim to improve safety, efficiency, and profitability.”
The stock is very risky, but I want to try with a small stake to see how it goes. This is definitely not investment advice or anything suggesting it; I don’t have the brains for that 
7 Likes
One last trade before Christmas
Paradox @ 159.50 SEK
Player counts at ATH
Q4 potentially the best quarter ever
Swedish slick-backs are forced on the sell side, so sellers are dominating the stock
Valuation ~neutral
6 Likes
Bought Teleste <500 units and the position is now 2K. Hoping for the best, but there seems to be strong selling pressure here, which isn’t promising at all for the future; someone/some people know more again (done their homework better).
6 Likes
Sold today between Christmas parties:
Novo 25% of the position at a price of 330 DKK. Still about 1.3% (or similar) left.
Framery 20% of the position at a price of 8.47€. Still about 1.2% (or similar) left.
Yesterday I sold:
Wärre (Wärtsilä) less than 1% of the position at a price of 30.xx€. Still about 10.x% (or similar) left.
Neste approx. 3% of the position at a price of 18.6x€. Plenty left (or similar).
Taaleri 12.5% of the position at a price of 7.64€. A good 1.5% (or similar) left.
All very much planned sales, with the goal of gathering a bit of a cash buffer for everyday life and significantly reducing leverage.
Massive gains this year force the thought: “This can’t continue forever.”
By January at the latest, I will continue selling, and by the end of March, the leverage will hopefully be approx. 60% less, i.e., approx. 6% of the current portfolio value, or I might pay off the leverage entirely.
7 Likes
I added quite a bit of SoFi, because the company seems to be taking steps toward becoming a truly versatile financial platform, meaning the big-picture story is progressing.
CEO Anthony Noto’s & the company’s reinforcements, as well as the talk about stablecoin business, have been convincing; better utilization of the Galileo platform brings confidence, and then the company’s SoFiUSD makes this company more interesting.
SoFi is a full-fledged bank-level infrastructure player for banks, fintech companies, and corporate clients, which it wasn’t so much before and which some might not even know. Pushing into Big Business Banking activities also supports the previously mentioned story. This is capital-light, scalable, and high-margin business in the long run – or hopefully it truly is, because otherwise this won’t be such an interesting investment anymore.
A plus is the fact that—which has probably already become clear—the business does not rely on a single pillar. The company’s credibility is also bolstered by how membership and product counts continue to grow at a rapid pace; additionally, seeing credit losses remain lower than peers is encouraging, and the way the lending platform business provides a stable revenue stream brings further certainty.
There certainly are risks—think about this: two share offerings in a short period dilutes ownership, and the use of capital is not yet fully clear – suspicious? Stablecoins also bring regulatory risk, and cross-selling is still lagging, why…
I have read unusually cautious English-language analyses of the company, especially since I am used to reading more bullish or mega-bullish analyses of various companies in English. Is this stock a “strong sell” after all, since even I am buying it? 
34 Likes
Bought a couple of potential gainers today. Specifically Faron and Spinnova! I would have bought more of the latter, but only part of the order went through.
Let’s see what the year 2026 brings.
11 Likes
Bought (15.12-21.12)
Hiab, Kalmar, Wärtsilä (added), Nordea (added), Evli (added), Terveystalo, Pihlajalinna, Stora Enso, UPM, Vaisala (added), Relais Group.
Bought in November: Addtech, Investor B, Volvo, Ålandsbanken, Sampo, Scanfil.
Added €4,000 to the Finland index this month.
Sold Nokia, Revenio and part of Huhtamäki for tax reasons. I might buy some of these back in January.
23 Likes
I bought Universal Music Group. If Bill Ackman liked buying at these prices back then, then so do I. Merry Christmas!!
11 Likes
I made an additional investment in PYN Elite. Now new investors can get on board with five grand.
22 Likes
I’ve added an unusually high number of new positions to my portfolio over the last couple of weeks, and some of these purchases will likely be quite short-term holdings. New additions to the portfolio include:
-Terveystalo
-Metsä Board
-Optomed
-Exel Composites
-Ai(eu)foria
-Bioretec
I probably forgot something, and in addition to these, I bought more of or repurchased some old holdings. Anyway, I’ll be sticking with these at least until next year, maybe. 
17 Likes
Sold a second slice of Gofore @13.26, big losses from this investment mistake. 2/3 of the original has already been trimmed, and that final part will now be left to wait for the coming year.
8 Likes
I trimmed Nordea at the €16.04 level. That sale was probably a mistake as well, like almost all other sales made this year. It remains the largest in my portfolio, just a small adjustment.
P.S. Björn Wahlroos’s Nurkkahuone is a good book. I have already decided to truly become a capitalist in 2026 
22 Likes
Bought 2500 shares of Faron at the open. Hopping on the rally.
14 Likes
Your Nordea trim hit the mark better than NALLE’S own…
Nalle sold at half price, and now in hindsight, it was certainly a BLUNDER from the Stadigh-Nalle axis..
7 Likes
I trimmed about 20% of my Nokia stack @ 5.530, a crisp +45% return. Bottom fishing can sometimes work…
11 Likes
I just couldn’t resist trimming another small slice of Bittium at the good price of €27.20.
12 Likes
I trimmed my largest holding, Mandatum, by 50 shares. There was no drama involved.
5 Likes