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[@aktieblogg](/creator/twitter/aktieblogg)
"Portfolio update I have made a few changes: Sold Sarantis (and K2 LT earlier). Increased my holding in five other portfolio stocks and am aiming for greater concentration. Karooooo is the new top stock. Further comments on the changes are provided below. 1/5"  
[X Link](https://x.com/aktieblogg/status/1928474249401885126) [@aktieblogg](/creator/x/aktieblogg) 2025-05-30T15:31Z 12.2K followers, 8358 engagements


"In Sweden serial acquirers are popular and you pay P/E 3040 for an average company with high debt. In South Africa however you pay P/E of XX for a in practice UK-company with net cash and higher quality/stability. Avoid the popularity premium At least that's what I do"  
[X Link](https://x.com/aktieblogg/status/1945147104478851460) [@aktieblogg](/creator/x/aktieblogg) 2025-07-15T15:43Z 12.2K followers, 35.2K engagements


"Thinking about my smallest holding Uni-Charm Indonesia $UCID. Cheap actually ridiculously cheap but there are real value-trap risks and they aren't independent (my biggest objection). Any opinion on them 1/5"  
[X Link](https://x.com/aktieblogg/status/1951930317297598858) [@aktieblogg](/creator/x/aktieblogg) 2025-08-03T08:57Z 12.2K followers, 6889 engagements