I’ll post this here as well, to see if we can get some more discussion on Spiltan. This is where my message was originally intended for, but I decided to frame it as a pitch instead when I remembered the ongoing competition.
Paradox is starting to reach exceptionally low prices, and the discount to NAV is also slightly higher than average at 25%. Due to Paradox’s downward slide, the portfolio diversification is also exceptionally good right now. Paradox’s weight in the portfolio is only 30.79%.
The change in trading from weekly to daily and Nordnet’s 40% loan-to-value ratio also increased my interest, but I haven’t pulled the trigger on buying yet.
Do you have faith in Börjesson’s abilities, or do you suspect he just got lucky with Paradox and Spiltan Fonder?
Any views on the rest of the portfolio’s contents?
Do you have it in your portfolio, or have you been keeping an eye on the company? Have you looked into the company but decided not to buy for some reason? Why did you buy or decide not to buy?
https://keskustelut.inderes.fi/t/pitchaa-paras-sijoitusideasi-kisa-kaynnissa/52900/15?u=citizenj