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"Portfolio Update Talkpool AG XX% $TALK.ST Undisclosed (write-up coming tomorrow) XXXX% CTT Correios de Portugal XX% $CTT.LS Angler Gaming XX% $ANGL.ST Raketech X% $RAKE.ST Shelly Group XXX% $SLYG.F Recent changes: I decided to sell out of Bodyflight. As I wrote in my earlier note the case had some downside protection through its asset base in the event of bankruptcy. However the uncertainty around when that would matter and whether the main business would recover made it feel more like a melting ice cube. The second sale was Toro Corp. In its most recent quarterly report the diluted share"
X Link @Aksel465 2025-08-23T17:04Z 1949 followers, 7369 engagements
"Since I share every investment idea publicly I want to be transparent about the recent changes in my portfolioespecially given how many Ive made lately. Heres what my current portfolio looks like: XX% - TalkPool AG $TALK.ST XX% - CTT-Correios de Portugal $CTT $CTT.LS XX% - Raketech Group $RAKE.ST XX% - Toro Corp $TORO X% - Bodyflight Sweden $BODY.ST X% - Shelly Group SE $SLYG $SLYG.F X% - Water Intelligence plc $WATR.L I cover all the major position and moves from doubling down on Talkpool to exiting Audioboom and more in my latest Substack post. Link in my bio"
X Link @Aksel465 2025-05-26T12:47Z 1949 followers, 13.9K engagements