# ![@MagnifiqueCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1374987780414177281.png) @MagnifiqueCap MagnifiqueCap

MagnifiqueCap posts on X about $pric, strong, $delia, ceo the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1374987780414177281/interactions)
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- [--] Week [--] -90%
- [--] Month [------] +16,051%
- [--] Months [------] +92%
- [--] Year [------] +241%

### Mentions: [--] [#](/creator/twitter::1374987780414177281/posts_active)
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- [--] Month [--] +1,200%
- [--] Months [--] +119%
- [--] Year [--] +311%

### Followers: [-----] [#](/creator/twitter::1374987780414177281/followers)
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- [--] Week [-----] +0.11%
- [--] Month [-----] +1.10%
- [--] Months [-----] +8.20%
- [--] Year [-----] +15%

### CreatorRank: undefined [#](/creator/twitter::1374987780414177281/influencer_rank)
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### Social Influence

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [currencies](/list/currencies)  [nfts](/list/nfts)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [technology brands](/list/technology-brands) 

**Social topic influence**
[$pric](/topic/$pric), [strong](/topic/strong), [$delia](/topic/$delia), [ceo](/topic/ceo), [in the](/topic/in-the), [$smsmed](/topic/$smsmed), [growth](/topic/growth), [$otl](/topic/$otl), [$tekova](/topic/$tekova), [$harvia](/topic/$harvia)

**Top assets mentioned**
[Dippies (dippies)](/topic/dippies) [BetSwirl (BETS)](/topic/$bets)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$SMSMED Forstil dig en verden hvor biler kun havde en ejermand og aldrig blev videresolgt Godt eksempel p hvilket problem der lses. En win-win situation for hospitaler samt Scandinavian Medical systems. Med god vkst p top og bundlinje - til en ganske billig valution"  
[X Link](https://x.com/MagnifiqueCap/status/1470357711866970115)  2021-12-13T11:39Z [----] followers, [--] engagements


"$Harvia 🤝 Tapio obsessed with this market👀"  
[X Link](https://x.com/MagnifiqueCap/status/1543217409791852546)  2022-07-02T12:57Z [----] followers, [--] engagements


"3/x There are certain factors that can make it an exceptional case. Then it should be estimated how likely these are but if achieved it could be a special one. I expect the revenue CAGR to be 6-7.5% for 23-25 which is conservative but more or less realistic"  
[X Link](https://x.com/MagnifiqueCap/status/1625489516617412613)  2023-02-14T13:37Z [----] followers, [---] engagements


"4/x The factors for [----] - net assets to be 0nok(debt free). - margin to be slightly above the current(e.g. EBIT margin 10%) - trade as the segments general multiple(s) However these could be far off and unrealistic"  
[X Link](https://x.com/MagnifiqueCap/status/1625489518844596233)  2023-02-14T13:37Z [----] followers, [---] engagements


"11/x In Brazil there is good activity with ongoing sales and orders. Work is still underway to establish internal production which is expected to be ready in H2 [----]. Turkey continues to build a strong sales organization strengthen relationships and expand sales channels"  
[X Link](https://x.com/MagnifiqueCap/status/1698718596581478674)  2023-09-04T15:24Z [----] followers, [---] engagements


"12/x resulting in ongoing sales. This is the latest established subsidiary established in [----] which could have a significant impact on Hove in the long term. This is due to the growing market within wind turbines and management also sees Turkey"  
[X Link](https://x.com/MagnifiqueCap/status/1698718599265812653)  2023-09-04T15:24Z [----] followers, [---] engagements


"Great thread on my newest addition Brdr. Hartmann $Hartt Exceptional value case"  
[X Link](https://x.com/MagnifiqueCap/status/1702319522936664471)  2023-09-14T13:52Z [----] followers, [----] engagements


"@Jens29153502 Potentially we will see another upward adjustment of guidance adjustment this year. Last year we had an adjustment here in September and at the end of October as well(a month before the annual report). We will need a few PMs for that to happen"  
[X Link](https://x.com/MagnifiqueCap/status/1704206820733006126)  2023-09-19T18:52Z [----] followers, [--] engagements


"@Jens29153502 They are still focused on building upon the organization which means a lot of new(and experienced) employers. This is a clear factor in the falling margin but I think the gross margin has decreased here in H2 as well"  
[X Link](https://x.com/MagnifiqueCap/status/1704207846257160289)  2023-09-19T18:56Z [----] followers, [--] engagements


"It was great to visit Hove and had a really nice talk with CFO Thomas. The international expansion as well as the entry into the port industry looks very promising"  
[X Link](https://x.com/MagnifiqueCap/status/1709859192415142080)  2023-10-05T09:12Z [----] followers, 15K engagements


"12/x with a CAGR of 25.5% from 2023-2025. This is a very optimistic target which typically would mean these high expectations could be seen in the valuation not for this case. The company is still trading at an absolutely depressed level as if the low gross margin is the"  
[X Link](https://x.com/MagnifiqueCap/status/1714293172950712351)  2023-10-17T14:51Z [----] followers, [---] engagements


"19/x reached an all-time high of 36%. Helena stepped down as CEO in [----]. Now in [----] Bernt Ingman is back as Chairman of the Board and ready to clean up. With 257msek added to their cash pile via the emissions they are now moving in the right direction. When asked about his"  
[X Link](https://x.com/MagnifiqueCap/status/1714293199475503281)  2023-10-17T14:52Z [----] followers, [---] engagements


"21/x growth will come naturally since the company stands as one of the leading giants in a growing market. Pricer faces a multitude of risks including market dynamics currency fluctuations and geopolitical factors like import duties. Delays in installations and currency swings"  
[X Link](https://x.com/MagnifiqueCap/status/1714293206555500789)  2023-10-17T14:52Z [----] followers, [---] engagements


"23/x There is also the geopolitical concern of a China/Taiwan conflict potentially disrupting global supply chains. Although the direct impact on the Electronic Shelf Label (ESL) industry is low in probability the broader implications should be considered. Pricer's ambitious"  
[X Link](https://x.com/MagnifiqueCap/status/1714293213820047800)  2023-10-17T14:52Z [----] followers, [---] engagements


"24/x revenue target of [----] million SEK by [----] implying a significant CAGR of 25.5% from [----] to [----] carries the risk of falling short. The company's goal of achieving 10% recurring revenue by [----] adds further ambition to its targets. Pricer is actively encouraging"  
[X Link](https://x.com/MagnifiqueCap/status/1714293217737474166)  2023-10-17T14:52Z [----] followers, [---] engagements


"26/x However I would prefer margins over growth and I would not be concerned in the least if the company decided to make a downward adjustment of topline guidance as long as margins improve. In my point of view growth will come naturally for Pricer"  
[X Link](https://x.com/MagnifiqueCap/status/1714294411050488093)  2023-10-17T14:56Z [----] followers, [---] engagements


"27/x being one of the giants in a growing market. Historically Pricer has traded at a P/S of approximately 2x versus this years P/S of 04x. They have faced significant challenges which can be reflected in this low "no-hope" price sentiment. Their current valuation assumes"  
[X Link](https://x.com/MagnifiqueCap/status/1714294416301805811)  2023-10-17T14:56Z [----] followers, [---] engagements


"29/x SES-imagotag is currently trading at an EV/EBIT of 30x based on this year's consensus. Despite their favorable market positioning and higher margins it is nevertheless still a high valuation. Describing it as a fair valuation or considering it"  
[X Link](https://x.com/MagnifiqueCap/status/1714294422823952504)  2023-10-17T14:56Z [----] followers, [---] engagements


"30/x the "market standard" would not be accurate. Assuming Pricer does not reach their [----] revenue target of [----] million SEK but improves their gross margin as anticipated my conservative estimates suggest that they could generate approximately [---] million SEK in EBIT in 2025"  
[X Link](https://x.com/MagnifiqueCap/status/1714294426150064208)  2023-10-17T14:56Z [----] followers, [---] engagements


"14/x While these figures may not be monumental they signify that the current board together with the "new" chairman Bernt Ingman is steering the company in the direction of profitable growth(however largely driven by reduced component costs). When queried about"  
[X Link](https://x.com/MagnifiqueCap/status/1741481187464315329)  2023-12-31T15:27Z [----] followers, [---] engagements


"15/x his priorities during the extraordinary meeting Bernt Ingman underscored a focus on margins cash flow and a strengthened balance sheet with no explicit mention of growth. It is noteworthy that Pricer has not adjusted its revenue target for 2025"  
[X Link](https://x.com/anyuser/status/1741481189997777183)  2023-12-31T15:27Z [--] followers, [---] engagements


"16/x even though I have it priced in. As one of the leading giants in a growing market it's reasonable to expect that growth will come somewhat naturally for Pricer - however it is crucial to secure contracts in 2024()"  
[X Link](https://x.com/MagnifiqueCap/status/1741481192954724540)  2023-12-31T15:27Z [----] followers, [---] engagements


"17/x Right now the current sentiment in the price implies no growth or big contracts going forward and no break-even in sight. AOJ a market leading compounder trading at EV/EBIT 7x major capex finished hard assets worth 50% of market cap. The aging CEO now residing"  
[X Link](https://x.com/MagnifiqueCap/status/1741481195454537843)  2023-12-31T15:27Z [----] followers, [---] engagements


"18/x in the U.S. and the son's detachment from operational roles and relocation could suggest an impending company transition or sale. Family-owned businesses often seek transition solutions before age becomes a hindrance adding a layer of potential buyout speculation"  
[X Link](https://x.com/MagnifiqueCap/status/1741481198067806530)  2023-12-31T15:27Z [----] followers, [---] engagements


"24/x Betsson is a recent addition that I supplied heavily under the dip concerning the lawsuit. To have a highly growing iGaming business with a long history growing EPS very nicely trading at EV/EBIT [--] 2024e is quite unique. Various risks come along when investing in the"  
[X Link](https://x.com/MagnifiqueCap/status/1741481226941108531)  2023-12-31T15:27Z [----] followers, [---] engagements


"25/x iGaming industry with grey markets lawsuits and so onBut I think the valuation captures most of it creating a pretty decent r/r here. DevPort is a new addition as well trading an EV/EBIT 7x for [----] a strong balance sheet and 7-8% topline growth with a strong"  
[X Link](https://x.com/MagnifiqueCap/status/1741481232335065323)  2023-12-31T15:27Z [----] followers, [---] engagements


"5/x With an adjusted EBIT margin of 5.6% in Q1 I anticipate they could generate around 220-240 MSEK next year trading at about 10x EBIT. However freight prices which have doubled since May 1st present a minor challenge"  
[X Link](https://x.com/MagnifiqueCap/status/1808500788097929416)  2024-07-03T13:59Z [----] followers, [---] engagements


"6/x The full year [----] looks promising and is clearly a turning point for this to-be quality business. Cheffelo is my second largest position after Pricer currently trading at 4x [----] EBIT with a dividend yield of 8%. I may significantly increase my position"  
[X Link](https://x.com/MagnifiqueCap/status/1808500790727790612)  2024-07-03T13:59Z [----] followers, [---] engagements


"2/x the most valuable customers and accepting a decline in meal kit revenue with RTE being the driver of the group's total revenue as of now (+46% growth YoY accounting for 26% of total revenue). RTE Factor75 continues to show consistent high growth with profits in 2024"  
[X Link](https://x.com/MagnifiqueCap/status/1823304207224508880)  2024-08-13T10:22Z [----] followers, [---] engagements


"3/x expected to be higher than the entire groups pre-pandemic earningsan incredible acquisition. Factor75 still shows promising potential in a fairly untapped early-stage North American market and little internationalization"  
[X Link](https://x.com/MagnifiqueCap/status/1823304208772145624)  2024-08-13T10:22Z [----] followers, [---] engagements


"$PRIC Order from s-group in Finland of [---] stores that will be included in Q4s order intake and be equipped during H1 [----]. The stores will also be equipped with their software Pricer Plaza. https://mfn.se/cis/a/pricer/pricer-finnish-co-operative-retailer-s-group-installs-pricers-digital-in-store-solution-in-over-100-additional-stores-fab248d4 https://mfn.se/cis/a/pricer/pricer-finnish-co-operative-retailer-s-group-installs-pricers-digital-in-store-solution-in-over-100-additional-stores-fab248d4"  
[X Link](https://x.com/MagnifiqueCap/status/1843537700982583523)  2024-10-08T06:23Z [----] followers, [----] engagements


"My view on the termination of the contract between Pricer and StrongPoint 1/x $pric The contract between Pricer and StrongPoint is set to expire in mid-2025 after that Vusion will become the ESL provider. This comes unexpectedly given the longstanding relationship between"  
[X Link](https://x.com/MagnifiqueCap/status/1871266198651851044)  2024-12-23T18:46Z [----] followers, [----] engagements


"@TobiFroning14 Its unclear why Vusion wouldnt demand an exclusive deal when Pricer had one in place. I don't see anything in the press release that suggests renegotiation is likely. It would be useful to know if exclusivity is generally a condition for Vusion in agreements"  
[X Link](https://x.com/MagnifiqueCap/status/1871314813999341855)  2024-12-23T21:59Z [----] followers, [--] engagements


"After speaking with IR it is clear that Pricer sees no material impact. Pricer and StrongPoint have been discussing future forms of cooperation for a long time making their announcement anticipated internally. Pricer will continue selling to existing customers. $PRIC My view on the termination of the contract between Pricer and StrongPoint 1/x $pric The contract between Pricer and StrongPoint is set to expire in mid-2025 after that Vusion will become the ESL provider. This comes unexpectedly given the longstanding relationship between My view on the termination of the contract between Pricer"  
[X Link](https://x.com/MagnifiqueCap/status/1872959889691295898)  2024-12-28T10:56Z [----] followers, [----] engagements


"@AuntyRB1 It was unclear whether Pricer would still sell to existing customers and the long duration of the ongoing discussions also has an impact. What will happen in 5+ years is unknown but until then I believe it will have minimal if any effect on the numbers"  
[X Link](https://x.com/MagnifiqueCap/status/1872968516535763017)  2024-12-28T11:31Z [----] followers, [---] engagements


"2/x A big contributor to the return has been $Pric where I maintained an allocation above 30% throughout the year. I still view Pricer as a sublime case considering the numbers for [----]. However given the current uncertainty surrounding Pricer's future"  
[X Link](https://x.com/MagnifiqueCap/status/1874865212031115711)  2025-01-02T17:07Z [----] followers, [---] engagements


"4/x restructuring and no longer being a customer. Excluding this customers restructuring/negative impact the YoY overall growth would have been +244% in Q1. Their exchange service growing 149% YoY was the only thing keeping it up which makes them heavily dependent on a"  
[X Link](https://x.com/MagnifiqueCap/status/1946641289014812999)  2025-07-19T18:40Z [----] followers, [---] engagements


"5/x previously forgotten part of the business a double-edged sword. This is a low-margin part of the business. In H1 they have continued investing to enhance their product platform as well as strengthened the sales and account management team. Hence in Q1"  
[X Link](https://x.com/MagnifiqueCap/status/1946641290885505237)  2025-07-19T18:40Z [----] followers, [---] engagements


"6/x they were struggling to reach breakeven and the market became more sceptical in terms of the overall turnaround led by Simon Cairns. However Illumin is where I see the most positive triggers and by far the best r/r on a 612-month basis - will post a thread tomorrow"  
[X Link](https://x.com/MagnifiqueCap/status/1946641294182248716)  2025-07-19T18:40Z [----] followers, [----] engagements


"7/x $HFG has been slaughtered YTD being down -30%. I have added to the position as I have full trust in the teams turnaround. Already in Q1 they showed improved efficiency by reducing"  
[X Link](https://x.com/MagnifiqueCap/status/1946641297646739556)  2025-07-19T18:40Z [----] followers, [---] engagements


"14/x Fantastic company no-BS well-run company with a magnificent community and a customer-centric approach with limited need for marketing costs - despite DIY having a 70% share of the revenue. The company has capital requirements that can be an issue for a self-financed"  
[X Link](https://x.com/MagnifiqueCap/status/1946641316735037879)  2025-07-19T18:40Z [----] followers, [---] engagements


"15/x high-growth company as distributors pay Shelly six months behind while Shelly has a manufacturer with harsh criteria usually requiring upfront payment. Management does not think this is a problem; however they will have credit facilities available if needed"  
[X Link](https://x.com/MagnifiqueCap/status/1946641318509211899)  2025-07-19T18:40Z [----] followers, [---] engagements


"3/x average spend increase by 30%. They expect profitability to improve drastically in H2 partly due to high expenses in H1 where they had to build up the sales and account management team and due to investments like the Forecasting Tool launched on May 29"  
[X Link](https://x.com/MagnifiqueCap/status/1946893365477257482)  2025-07-20T11:22Z [----] followers, [---] engagements


"4/x The Illumin Forecasting Tool is a new campaign forecasting feature built into the platform helping marketers predict plan and optimize digital campaigns across various media channels before launch"  
[X Link](https://x.com/MagnifiqueCap/status/1946893367079485934)  2025-07-20T11:22Z [----] followers, [---] engagements


"14/x At the moment I admire just as much that the new CEO has a very shareholder-centric and proactive approach while the underlying business is being restructured. In the Q1 call Cairns mentioned the use of the cash pile"  
[X Link](https://x.com/MagnifiqueCap/status/1946893387199561796)  2025-07-20T11:22Z [----] followers, [---] engagements


"15/x They are now in a position to actively leverage their balance sheet for acquisitions having demonstrated consistent growth. They are exploring opportunities to acquire companies with established customer bases especially those where they see a need for"  
[X Link](https://x.com/MagnifiqueCap/status/1946893388759916759)  2025-07-20T11:22Z [----] followers, [---] engagements


"16/x Illumins self-service solution. On a 12-month basis I dont think its unreasonable to expect an acquisition especially if the underlying business continues to show consistent growth. Meanwhile looking for acquisitions they are buying back shares up to 10% of the float"  
[X Link](https://x.com/MagnifiqueCap/status/1946893390630568178)  2025-07-20T11:22Z [----] followers, [---] engagements


"@buschle_sk On a net basis Illumin would have gross margins of over 90%. However since the company recognizes the full dollar amount spent as revenue while only capturing a small take rate the reported gross margin appears lower"  
[X Link](https://x.com/MagnifiqueCap/status/1948491092577415633)  2025-07-24T21:10Z [----] followers, [--] engagements


"@buschle_sk Despite this the self-service model is more scalable than managed services as OPEX are more likely to decrease relative to revenue growth"  
[X Link](https://x.com/MagnifiqueCap/status/1948491196063474060)  2025-07-24T21:11Z [----] followers, [--] engagements


"Casetrd - Namsys $CTZ.V 1/x Small SaaS company providing software for tracking monitoring and automating cash operations and deliveries. 41% EBIT margin growing topline at +22%. Under 7x EV/EBIT on 2026e cash cow rapidly building up their cash pile - EV declines quickly"  
[X Link](https://x.com/MagnifiqueCap/status/1969674023807119868)  2025-09-21T08:04Z [----] followers, [---] engagements


"13/x This means that the cash position is building up quite fast and overcapitalization happens: https://x.com/Psych_Bags/status/1914787664869421129 $CTZ.v Tomorrow NamSys will update investors with its annual meeting. In the past the company's been pressed on its overcapitalization but this will be the first meeting since last year's progress with the special dividend and continued share buybacks https://t.co/6vtcVHDnHP https://x.com/Psych_Bags/status/1914787664869421129 $CTZ.v Tomorrow NamSys will update investors with its annual meeting. In the past the company's been pressed on its"  
[X Link](https://x.com/MagnifiqueCap/status/1969674053997965530)  2025-09-21T08:04Z [----] followers, [---] engagements


"14/x However they are currently looking for the most shareholder-friendly approach to use their cash and an acquisition looks likely. Dividends are not recurring but extraordinary. A dividend of [----] MCAD was paid out a year ago and in Q1 [----] the board authorised"  
[X Link](https://x.com/MagnifiqueCap/status/1969674056212627538)  2025-09-21T08:04Z [----] followers, [---] engagements


"16/x Their cash position is hidden behind short-term investments which is just a low-yield account (+3% a year) used when they are not buying back shares distributing dividends or hopefully acquiring a new company. This makes the EV appear higher on screen than the actual"  
[X Link](https://x.com/MagnifiqueCap/status/1969674061593686395)  2025-09-21T08:04Z [----] followers, [---] engagements


"the Nordics' growth alone where Denmark and Finland have room to catch up to Norway and Sweden. Even when Sweden goes from 70% to 95% store coverage they still have more to give(as seen for Norway with "peak" amount of stores)"  
[X Link](https://x.com/MagnifiqueCap/status/1975815214462570563)  2025-10-08T06:47Z [----] followers, [---] engagements


"10/x despite competitors dumping prices aggressively. They are one of the only ones in the segment that have the abilities brand and scale to go from idea to shelf as quickly. Take Dippies where they scaled to 25% of revenue in under [--] months(actual multidimensional growth🙃)"  
[X Link](https://x.com/MagnifiqueCap/status/2012850662023803346)  2026-01-18T11:32Z [----] followers, [---] engagements


"4/x March as I at that time looked at the turnaround as already completed; the valuation was fair at the time when not being too optimistic about the performance ahead. This decision was the difference between a 1-bagger and a 4-bagger in this case. This was obviously a case"  
[X Link](https://x.com/MagnifiqueCap/status/2012850645393359196)  2026-01-18T11:32Z [----] followers, [---] engagements


"5/x where you should let your winners run as the management kept executing consistently and the valuation didn't become absurd. However the Nordic cases came back in the PF and there stood $delia being IPO'ed in autumn. https://x.com/venturaFPC/status/2004487002734096562s=20 8) Let your winners run. I believe more in averaging up in stocks than averaging down. When I find an attractive stock I usually build a 310% position based on my conviction. If the company proves itself over time I buy more. https://x.com/venturaFPC/status/2004487002734096562s=20 8) Let your winners run. I believe more"  
[X Link](https://x.com/MagnifiqueCap/status/2012850646987231487)  2026-01-18T11:32Z [----] followers, [---] engagements


"8/x It is not an overnight success story and there are still various logistics and teams needed to set up but there is potential for $delia to capture a large market share with their speed. The gross margins may be higher in these newer markets(less competitive landscape)"  
[X Link](https://x.com/MagnifiqueCap/status/2012850658681016586)  2026-01-18T11:32Z [----] followers, [---] engagements


"12/x accounting for 5% of revenue. Nordic peers have had pretty good success with dates such as Dave & Jon's with immense growth while attaining a 59% EBT margin so they definitely have higher expectations. [----] is a year with lots of activities and an overall busy year for"  
[X Link](https://x.com/MagnifiqueCap/status/2012850671679053896)  2026-01-18T11:32Z [----] followers, [---] engagements


"Dellia Group $delia Possibly one of the most promising IPOs in the Nordics in the last couple of years Growth has been astonishing driven by strong penetration in the Nordics. They have scaled extremely well in Sweden and Denmark in addition to their domestic market"  
[X Link](https://x.com/MagnifiqueCap/status/1975815184162955710)  2025-10-08T06:47Z [----] followers, 30.4K engagements


"where they are growing +30% yoy YTD despite the fact that the number of stores covered is unchanged from last year. The company is taking advantage of their speed where they can go from idea to shelf within 4-7 months - hence the growth from their new product category Dippies"  
[X Link](https://x.com/MagnifiqueCap/status/1975815187879109094)  2025-10-08T06:47Z [----] followers, [----] engagements


"Correction: Norway has been growing +86% YoY in H1; +30% is only for dried mangoes. Makes it even more impressive with around the same amount of stores covered the art of upselling. $delia"  
[X Link](https://x.com/MagnifiqueCap/status/1975968415178453028)  2025-10-08T16:55Z [----] followers, [----] engagements


"$DELIA Q3 Couldnt ask for a stronger debut report from Dellia. They delivered an incremental adjusted EBIT margin of 26.6%. Looking ahead an EBIT margin of 20% or higher can be expected for [----] excluding one-offs Dellia Group $delia Possibly one of the most promising IPOs in the Nordics in the last couple of years Growth has been astonishing driven by strong penetration in the Nordics. They have scaled extremely well in Sweden and Denmark in addition to their domestic market https://t.co/ZlkxgFjyIu Dellia Group $delia Possibly one of the most promising IPOs in the Nordics in the last couple"  
[X Link](https://x.com/MagnifiqueCap/status/1991914415382532565)  2025-11-21T16:59Z [----] followers, [----] engagements


"7/x and it will need various quarters for this to be fully priced in with higher volume in pan-Europe and overcoming the general "trend" concern. In Europe there are stores showing the same volume as many in Scandinavia and there has been proof of concept here"  
[X Link](https://x.com/MagnifiqueCap/status/2012850657070313955)  2026-01-18T11:32Z [----] followers, [---] engagements


"9/x however using a push strategy could offset this. A ramp-up in Europe will be costly and we should anticipate that there will be heavy brand awareness investments. I see the segment being quite homogeneous where $delia has obtained massive market share in the Nordics"  
[X Link](https://x.com/MagnifiqueCap/status/2012850660404764846)  2026-01-18T11:32Z [----] followers, [---] engagements


"13/x $delia with new products dates-relaunch europe scaling after proof of concept and now integrating Kirriom. I have EV/EBIT roughly around 7x next year"  
[X Link](https://x.com/MagnifiqueCap/status/2012850674199822520)  2026-01-18T11:32Z [----] followers, [---] engagements


"13/x and now Q2 when the revenue base is this low the company is quite impacted on the bottom line. Pricer got replaced with $SLYG https://x.com/MagnifiqueCap/status/1714293130986705389 Nytt Innehav Pricer 1/x $PRIC Pricer specializes in providing digital price-label solutions for retailers. Their labels offer retailers a powerful tool to streamline pricing processes reduce errors enhance the shopping experience and implement dynamic pricing strategies. https://t.co/ub8fYXyhL3 https://x.com/MagnifiqueCap/status/1714293130986705389 Nytt Innehav Pricer 1/x $PRIC Pricer specializes in providing"  
[X Link](https://x.com/MagnifiqueCap/status/1946641310930055201)  2025-07-19T18:40Z [----] followers, [---] engagements


"23/x I see it as a CEO with a low salary relative to his shareholding with the sale representing 2% of his total holding. I think the company will continue growing and eventually achieve a more justified valuation currently trading at EV/EBIT 3x"  
[X Link](https://x.com/MagnifiqueCap/status/2012850692671623299)  2026-01-18T11:32Z [----] followers, [---] engagements


"24/x $slyg continues the growth journey and has reported Black Friday numbers where we saw +50% growth and Shelly's own webshop tripling demand more than offsetting lower Amazon volumes. As I am writing they have also published the sales numbers for FY25"  
[X Link](https://x.com/MagnifiqueCap/status/2012850694307398043)  2026-01-18T11:32Z [----] followers, [---] engagements


"@Ktharenlol At the time at [--] SEK neither the growth nor the margin outlook appeared strong enough to argue for a higher multiple with EPS growth being the main driver of the expected return. These figures would only appear in a bull scenario;"  
[X Link](https://x.com/MagnifiqueCap/status/2012868226355507509)  2026-01-18T12:42Z [----] followers, [---] engagements


"@Ktharenlol It may also be that HelloFresh genuinely underperformed more than I anticipated in the Nordics making it easier for Cheffelo to gain market share. Nevertheless I was wrong and I paid the price for that mistake. Congrats on the return though🙌"  
[X Link](https://x.com/MagnifiqueCap/status/2012868484682707080)  2026-01-18T12:43Z [----] followers, [---] engagements


"Let's talk Harvia $Harvia #Harvia (1/25)"  
[X Link](https://x.com/MagnifiqueCap/status/1516308659365572608)  2022-04-19T06:52Z [----] followers, [---] engagements


"$Harvia Try to write Harvia in the search bar and just look at the many Japanese "saunners" (26 million in total) excited about the new Harvia installations. As the man mentioned in the tweet it will be impossible to find only [--] people in a spa like this in the future. [--] ❗25HARVIA59 # #TTNE # https://t.co/i778xDGpEh [--] ❗25HARVIA59 # #TTNE # https://t.co/i778xDGpEh"  
[X Link](https://x.com/MagnifiqueCap/status/1518507526844788736)  2022-04-25T08:29Z [----] followers, [--] engagements


"$Harvia Q1 Strong revenue growth and decent profitability Despite the somewhat more challenging environment Harvia has been successful in the market and generated strong topline growth during this quarter growing 28.2%. (1/6)"  
[X Link](https://x.com/MagnifiqueCap/status/1522123722899001344)  2022-05-05T07:59Z [----] followers, [--] engagements


"Excellent annual report from SMS👏 $smsmed At the start of the year EBITDA growth was expected to be around +15-20% as they stated that the organization would expand aggressively. EBITDA growth was +408% for the year while going from [--] to [--] employees. Scandinavian Medical Solutions er en af de f kvalitets aktier der er p First North som hvert r har get omstning og EBIT. Kommer igen med konservativ forecast mon ikke de rammer 150m i omstning og 20m i EBITDA i 22/23. https://t.co/joeg4sSNxx Scandinavian Medical Solutions er en af de f kvalitets aktier der er p First North som hvert r har get"  
[X Link](https://x.com/MagnifiqueCap/status/1594741019815415808)  2022-11-21T17:14Z [----] followers, [--] engagements


"Great thread on Odfjell Technology 1/x $OTL Trades at a significant discount in comparison to peers which can be explained by various factors(e.g. newly listed) however the fundamentals don't seem to be the problem. Oddfjell Technology $OTL ev/ebitda 3.5x / +20% fcf yield 60% family owned Huge sector tailwinds from E&P spending cycle A (very short) 🧵on my largest holding 👇 Oddfjell Technology $OTL ev/ebitda 3.5x / +20% fcf yield 60% family owned Huge sector tailwinds from E&P spending cycle A (very short) 🧵on my largest holding 👇"  
[X Link](https://x.com/MagnifiqueCap/status/1625489511806533633)  2023-02-14T13:37Z [----] followers, 16.9K engagements


"New guidance from $SMSMED Original guidance Revenue: 125-140m EBITDA: 15-17m New guidance Revenue: 180-195m EBITDA: 20-23m Proclaim their exceptional position on the market growing way faster than peers. However margins down. https://www.mfn.se/nir/a/scandinavian-medical-solutions/scandinavian-medical-solutions-a-s-i-fortsat-vaekst-fjerde-opjustering-i-indevaerende-regnskabsar-er-en-realitet-617e801f https://www.mfn.se/nir/a/scandinavian-medical-solutions/scandinavian-medical-solutions-a-s-i-fortsat-vaekst-fjerde-opjustering-i-indevaerende-regnskabsar-er-en-realitet-617e801f"  
[X Link](https://x.com/MagnifiqueCap/status/1704125714348523896)  2023-09-19T13:30Z [----] followers, [----] engagements


"Nytt Innehav Pricer 1/x $PRIC Pricer specializes in providing digital price-label solutions for retailers. Their labels offer retailers a powerful tool to streamline pricing processes reduce errors enhance the shopping experience and implement dynamic pricing strategies"  
[X Link](https://x.com/MagnifiqueCap/status/1714293130986705389)  2023-10-17T14:51Z [----] followers, 31.7K engagements


"Scandinavian Medical Solutions - Annual Report [----] $smsmed 1/x The initial guidance projected revenue of DKK 125-140 million and EBITDA of DKK 15-17 million. They achieved a revenue of DKK [---] million (up +73%) and EBITDA of DKK [--] million (up +37%)"  
[X Link](https://x.com/MagnifiqueCap/status/1727011863601566162)  2023-11-21T17:11Z [----] followers, [----] engagements


"Current portfolio in descending order💼: $HOVE $PRIC $OTL $SMSMED $NKR(new addition). SMS has gone from being 40-50% of my portfolio to now 10%. I think Jens and the team will do extremely well and when looking on the other side of the current short-term difficulties"  
[X Link](https://x.com/MagnifiqueCap/status/1727336106025472434)  2023-11-22T14:39Z [----] followers, [----] engagements


"in 2023/24. They will have to revise their guidance a couple of times for me to call it an attractive valuation. I won't invest in hopeful cases but I know them well enough within their conservative guidance outlook to understand that they most likely won't perform within"  
[X Link](https://x.com/MagnifiqueCap/status/1727336110936973470)  2023-11-22T14:39Z [----] followers, [---] engagements


"their targeted guidance. Nonetheless the current pressures on the margins are many(high staff costs start-up in the US high price pressure on CT scanners and low utilization of huge rental inventory) and I think [----] will be a difficult year. Therefore I have trimmed $SMSMED. Scandinavian Medical Solutions - Annual Report [----] $smsmed 1/x The initial guidance projected revenue of DKK 125-140 million and EBITDA of DKK 15-17 million. They achieved a revenue of DKK [---] million (up +73%) and EBITDA of DKK [--] million (up +37%). Scandinavian Medical Solutions - Annual Report [----] $smsmed 1/x The"  
[X Link](https://x.com/MagnifiqueCap/status/1727336113424269637)  2023-11-22T14:39Z [----] followers, [---] engagements


"$HOVE is by far my largest holding. Announced orders was 16% of revenue in H1. If they would have to perform within the newest guidance announced orders would amount to 25-30% of revenue in H2. The customers have been getting better at forecasting and are making bigger orders Nytt Innehav Hove 1/x Danish micro-cap market leader long profitable history with no coverage trading at EV/EBITDA 6x. 🧵 https://t.co/0BkUhO5nlb Nytt Innehav Hove 1/x Danish micro-cap market leader long profitable history with no coverage trading at EV/EBITDA 6x. 🧵 https://t.co/0BkUhO5nlb"  
[X Link](https://x.com/MagnifiqueCap/status/1727336116544851975)  2023-11-22T14:39Z [----] followers, [----] engagements


"9/x Regarding Betsson I liken it to the Davis double play: a stock trading at a P/E of 5x with 20% earnings growth per year will eventually trade at a [--] P/E providing high returns from both EPS growth and multiple expansion while maintaining low risk at such a low multiple"  
[X Link](https://x.com/MagnifiqueCap/status/1808500798969495727)  2024-07-03T13:59Z [----] followers, [----] engagements


"10/x In summary Pricer has dominated my attention in H1 and my portfolio remains highly concentrated. My portfolio in weighted order: $PRIC $CHEF $OTL $BETS"  
[X Link](https://x.com/MagnifiqueCap/status/1808500802362790225)  2024-07-03T13:59Z [----] followers, [----] engagements


"Rarely do I explore cases outside the Nordics but Illumin caught my attention: a microcap doing massive buybacks cash 50% of market cap returning to growth under a severely disciplined new CEO trading at EV/EBITDA 2.5x 2025e. $illm $illm.to Ny vecka ny analys. @MagnifiqueCap tar sig an Illumin ett kandensiskt mikrobolag i mitten av en turnaround. En kassa som verstiger 50% av brsvrdet Det nuvarande lget fungerar som en viktig inflektionspunkt https://t.co/1iE17PwOMi Ny vecka ny analys. @MagnifiqueCap tar sig an Illumin ett kandensiskt mikrobolag i mitten av en turnaround. En kassa som"  
[X Link](https://x.com/MagnifiqueCap/status/1866042340168646851)  2024-12-09T08:48Z [----] followers, [----] engagements


"3/x USP I believe it is reasonable to reduce its allocation and hold it as a smaller position for now. Aside from that I have been lucky with most cases going my way with only a few exceptions. https://x.com/MagnifiqueCap/status/1871266198651851044 My view on the termination of the contract between Pricer and StrongPoint 1/x $pric The contract between Pricer and StrongPoint is set to expire in mid-2025 after that Vusion will become the ESL provider. This comes unexpectedly given the longstanding relationship between https://x.com/MagnifiqueCap/status/1871266198651851044 My view on the"  
[X Link](https://x.com/MagnifiqueCap/status/1874865214048567505)  2025-01-02T17:07Z [----] followers, [----] engagements


"4/x $OTL and $Sleep were the only holdings with negative returns with both being less than 10% of the portfolio. Two cases have contributed to approximately 60% of this year's return: HelloFresh ( $HFG ) +130% and Intermap ( $IMP ) +115%"  
[X Link](https://x.com/MagnifiqueCap/status/1874865216422588737)  2025-01-02T17:07Z [----] followers, [----] engagements


"7/x I have already reduced it to a smaller position as I believe much of the potential success is already priced in. However it remains a solid thesis. https://x.com/FBuschek/status/1815758468927586578 Here is why I think Intermap Technologies $ITMSF is a fat pitch and why I made it a top position. First of all the company announced a big contract in Indonesia and issued guidance of $16-18M with 25% EBITDA margin. Based on that it is cheap already https://x.com/FBuschek/status/1815758468927586578 Here is why I think Intermap Technologies $ITMSF is a fat pitch and why I made it a top position."  
[X Link](https://x.com/MagnifiqueCap/status/1874865222730776968)  2025-01-02T17:07Z [----] followers, [----] engagements


"8/x I have allocated more into $sleep $OTL and $ILLM which I see as heavily mispriced cases with Illumin being my biggest position going into the new year. https://x.com/MagnifiqueCap/status/1866042340168646851 Rarely do I explore cases outside the Nordics but Illumin caught my attention: a microcap doing massive buybacks cash 50% of market cap returning to growth under a severely disciplined new CEO trading at EV/EBITDA 2.5x 2025e. $illm $illm.to https://x.com/MagnifiqueCap/status/1866042340168646851 Rarely do I explore cases outside the Nordics but Illumin caught my attention: a microcap"  
[X Link](https://x.com/MagnifiqueCap/status/1874865224920305986)  2025-01-02T17:07Z [----] followers, [----] engagements


"12/x Luckily the thesis played out as anticipated in [----] resulting in a great return and having a limited impact on my [----] performance. Can they reach [----] EBIT again and have the overall fundamentals in place the company can quickly look abnormally cheap. But as seen in Q1"  
[X Link](https://x.com/MagnifiqueCap/status/1946641309164339623)  2025-07-19T18:40Z [----] followers, [---] engagements


"Some thoughts on Illumins H2 my biggest position. $ILLM.TO $ILLM 1/x At the Q1 report they stressed macroeconomic uncertainty and the fact that marketing budgets were approved later than normal but ended with a quite optimistic outlook on coming quarters. 6/x they were struggling to reach breakeven and the market became more sceptical in terms of the overall turnaround led by Simon Cairns. However Illumin is where I see the most positive triggers and by far the best r/r on a 612-month basis - will post a thread tomorrow. 6/x they were struggling to reach breakeven and the market became more"  
[X Link](https://x.com/MagnifiqueCap/status/1946893362176438314)  2025-07-20T11:22Z [----] followers, [----] engagements


"11/x double-digit growth in the high teens for at least the next couple of years. In H2 profitability will be demonstrated crossing the breakeven revenue target for meaningful margin improvement. There are many early signs of operational excellence at Illumin where I cant"  
[X Link](https://x.com/MagnifiqueCap/status/1946893380971073724)  2025-07-20T11:22Z [----] followers, [---] engagements


"12/x help but notice plenty of similarities with another small Canadian ad tech firm that went through a tremendous turnaround - Zoomd Technologies. $ZOMD"  
[X Link](https://x.com/MagnifiqueCap/status/1946893383298949144)  2025-07-20T11:22Z [----] followers, [---] engagements


"17/x Trading under EV/EBIT 7x next year I think the company deserves a revaluation given the consistent history high CCR and the fact that growth has accelerated showing no signs of slowing down"  
[X Link](https://x.com/MagnifiqueCap/status/1969674064114680309)  2025-09-21T08:04Z [----] followers, [---] engagements


"18/x Recent additions to the portfolio lately: $TIGR $PIERCE $TEKOVA and $HOVE(😬)"  
[X Link](https://x.com/MagnifiqueCap/status/1969674065838211427)  2025-09-21T08:04Z [----] followers, [----] engagements


"EBIT margin expansion will continue with increased scale. They target 1.5B revenue in [----] 1B from the Nordics 400M from European markets and 100M from other markets. The IPO funds allocated for European growth make strategic sense. European expansion could transform the"  
[X Link](https://x.com/MagnifiqueCap/status/1975815207911125133)  2025-10-08T06:47Z [----] followers, [---] engagements


"case from decent growth over the next 3-5 years backed purely by Nordic penetration to Europe-backed high-growth. But this is only an optionality. Even though the company includes European market growth in their [----] guidance I believe the target could be reached through"  
[X Link](https://x.com/MagnifiqueCap/status/1975815210801005016)  2025-10-08T06:47Z [----] followers, [---] engagements


"If the company performs per guidance - without big European success with decent Nordic penetration and no new products - the company is still fairly valued to under valued given their market position and further margin expansion"  
[X Link](https://x.com/MagnifiqueCap/status/1975815226080514059)  2025-10-08T06:47Z [----] followers, [---] engagements


"A +25% revenue CAGR from 2026-2027 with a 15% EBIT margin results in NOK 156m EBIT translating to 5.2x EV/EBIT on today's EV (without calculating future cash build-up) in [----] with a much lower growth rate than historical levels"  
[X Link](https://x.com/MagnifiqueCap/status/1975815227955683431)  2025-10-08T06:47Z [----] followers, [---] engagements


"high-growth momentum and is undervaluing the continued growth for already established key markets. You will see the effect of continued high-growth momentum on the upside as the valuation sets its bar low here. Combine this with a founder-CEO with 20% of shares"  
[X Link](https://x.com/MagnifiqueCap/status/1975815233634709902)  2025-10-08T06:47Z [----] followers, [----] engagements


"The European expansion is beginning to play out as Pan-Europe stores turnover levels are now on par with retail partners in the Nordics confirming the proof of concept. Now it is a question of how they will scale and capitalize on the momentum https://x.com/MagnifiqueCap/status/1975815220116504828s=20 With only 2% of revenue coming from European markets the expansion could make the 'hyper-growth' last for a couple more years. But the Nordics can justify the targets as well as the current valuation. https://t.co/0dHpcHb0gi https://x.com/MagnifiqueCap/status/1975815220116504828s=20 With only 2%"  
[X Link](https://x.com/MagnifiqueCap/status/1991914417987158277)  2025-11-21T16:59Z [----] followers, [---] engagements


"@Tobias222225 Kiriom supplies mango for both products so I would assume they are referring to both"  
[X Link](https://x.com/MagnifiqueCap/status/1992201327099683209)  2025-11-22T11:59Z [----] followers, [---] engagements


"2/x into consideration. Going into [----] I had more exposure outside of the Nordics which was a mistake in hindsight and I moved back to Nordic-focused holdings around September. I shot myself in the foot not seeing the opportunities right in front of me and trying to"  
[X Link](https://x.com/MagnifiqueCap/status/2012850642214064381)  2026-01-18T11:32Z [----] followers, [---] engagements


"3/x diversify into unfamiliar markets unnecessarily complicating decisions. Made a simple portfolio of Nordic small caps for the girlfriend which outperformed me by a large margin ( $snx $chef and $nelly as main holdings) highlighting the stupidity. Cheffelo left my own PF in"  
[X Link](https://x.com/MagnifiqueCap/status/2012850643715657900)  2026-01-18T11:32Z [----] followers, [----] engagements


"6/x I started a position at the start of October and later scaled up before the report. I still think it is one of the best cases in the Nordics at the moment in terms of my criteria at least https://x.com/MagnifiqueCap/status/1975815184162955710s=20 Dellia Group $delia Possibly one of the most promising IPOs in the Nordics in the last couple of years Growth has been astonishing driven by strong penetration in the Nordics. They have scaled extremely well in Sweden and Denmark in addition to their domestic market https://t.co/ZlkxgFjyIu"  
[X Link](https://x.com/MagnifiqueCap/status/2012850654981611840)  2026-01-18T11:32Z [----] followers, [---] engagements


"14/x As the second biggest holding there's $hove. I've gone back to this dud but this time knock on wood I believe the setup is materially different as they've overcome earlier challenges. They have stopped operations in Brazil started issuing quarterly reports"  
[X Link](https://x.com/MagnifiqueCap/status/2012850675869217073)  2026-01-18T11:32Z [----] followers, [---] engagements


"15/x creating room for upward adjustments and are beginning to scale nicely. The investments in [----] will affect cash flow but on an operational level the guidance sets the standard for a decent year. Also the fact that the guidance assumes no change in the USD/DKK rate"  
[X Link](https://x.com/MagnifiqueCap/status/2012850677538582619)  2026-01-18T11:32Z [----] followers, [---] engagements


"16/x is positive after the currency headwind affected [----] by around -11%. An EV/EBIT of 5x in a long-lasting growing sector is attractive where I expect the company to grow EPS double digits for many years to come and eventually earn a revaluation. I have entered $tekova"  
[X Link](https://x.com/MagnifiqueCap/status/2012850679304396914)  2026-01-18T11:32Z [----] followers, [---] engagements


"18/x has twice the EBIT margin. There are still clear signs of the meltdown that has been in Finland in the construction sector with 700-800 companies that have filed for bankruptcy each year in the last 3-4 years. These have mainly been in the residential segment"  
[X Link](https://x.com/MagnifiqueCap/status/2012850682538197208)  2026-01-18T11:32Z [----] followers, [---] engagements


"19/x where the commercial segment hasn't been hit as hard however the total sector is in decline. Here $tekova has found their niche with demand from bigger trends such as e-commerce fueling the logistics center expansion and the AI wave fueling demand for data centers"  
[X Link](https://x.com/MagnifiqueCap/status/2012850684102660438)  2026-01-18T11:32Z [----] followers, [---] engagements


"25/x confirming guidance and showing above +50% growth in Q4 and an overall acceleration in H2. Products that have been underway for some time have been confirmed to be delivered in [----] alongside management now acknowledging the bigger markets outside of Europe mainly the US"  
[X Link](https://x.com/MagnifiqueCap/status/2012850696492650584)  2026-01-18T11:32Z [----] followers, [---] engagements


"26/x as markets to take seriously. It is a long shot and should be taken with a grain of salt but nice to have it mentioned. The management keeps delivering consistently meeting and exceeding guidance for years and delivering numbers way above market average"  
[X Link](https://x.com/MagnifiqueCap/status/2012851241177493598)  2026-01-18T11:35Z [----] followers, [---] engagements


"28/x and keeping to the promises made in [----]. They are gaining market share having strong cost control no M&A talk and negative cost gearing coming to an end in Q2 [----] (adding 30-40m EBIT yearly). CEO Gran has also made a "symbolic" purchase after the Q3 report"  
[X Link](https://x.com/MagnifiqueCap/status/2012851242855239786)  2026-01-18T11:35Z [----] followers, [---] engagements


"28/x and keeping to the promises made in [----]. They are gaining market share having strong cost control no M&A talk and negative cost gearing coming to an end in Q2 [----] (adding 30-40m EBIT yearly). CEO Gran has also made a "symbolic" purchase after the Q3 report"  
[X Link](https://x.com/MagnifiqueCap/status/2012851244461707459)  2026-01-18T11:35Z [----] followers, [---] engagements


"27/x making the valuation justified although with limited room for error at 23x EBIT. A true fintwit darling was also added this year: $Pierce. A lot of great things are unveiling at the moment needing 2-3 quarters to get where we want it but the case is definitely intact"  
[X Link](https://x.com/MagnifiqueCap/status/2013516858138214754)  2026-01-20T07:40Z [----] followers, [---] engagements


"Short summary of the year 2024: +6816% 1/x Another year with high concentration and big bets on a few smaller companies"  
[X Link](https://x.com/anyuser/status/1874865208914817478)  2025-01-02T17:07Z [----] followers, 19.3K engagements


"Belated summary of 2025: +2856% 1/x Reflections on my mistakes and biggest holdings going into [----]. Not too bad not too good. When you are mostly focused on Nordic small caps it is simply not good enough taking the many great opportunities throughout the year Short summary of the year 2024: +6816% 1/x Another year with high concentration and big bets on a few smaller companies. https://t.co/PLXN91ftCf Short summary of the year 2024: +6816% 1/x Another year with high concentration and big bets on a few smaller companies. https://t.co/PLXN91ftCf"  
[X Link](https://x.com/anyuser/status/2012850640016318470)  2026-01-18T11:32Z [----] followers, [----] engagements


"20/x $Tekova has hired a sales director specifically for the newly launched "Tekova Grand" targeting large-scale data centers and CEO Jaakko also specifies how it can obviously open up more opportunities. The Nebius data center project which will be finished this year"  
[X Link](https://x.com/MagnifiqueCap/status/2012850686740848703)  2026-01-18T11:32Z [----] followers, [---] engagements


"21/x shows the potential role they can have in the data center play a sector with higher margins and forecasts for long-lasting growth. Without dreaming of a data center home-run I still see $Tekova as a very attractive play here where a company has simplified and efficiently"  
[X Link](https://x.com/MagnifiqueCap/status/2012850689177768001)  2026-01-18T11:32Z [----] followers, [---] engagements


"28/x and keeping to the promises made in [----]. They are gaining market share having strong cost control no M&A talk and negative cost gearing coming to an end in Q2 [----] (adding 30-40m EBIT yearly). CEO Gran has also made a "symbolic" purchase after the Q3 report"  
[X Link](https://x.com/anyuser/status/2013516939587375191)  2026-01-20T07:40Z [----] followers, [---] engagements


"29/x Overhead costs are down YoY while growing +20% in local currency however with lower gross margin affected by slow-moving stock being sold"  
[X Link](https://x.com/anyuser/status/2013517318244962384)  2026-01-20T07:41Z [----] followers, [---] engagements


"Belated summary of 2025: +2856% 1/x Reflections on my mistakes and biggest holdings going into [----]. Not too bad not too good. When you are mostly focused on Nordic small caps it is simply not good enough taking the many great opportunities throughout the year Short summary of the year 2024: +6816% 1/x Another year with high concentration and big bets on a few smaller companies. https://t.co/PLXN91ftCf Short summary of the year 2024: +6816% 1/x Another year with high concentration and big bets on a few smaller companies. https://t.co/PLXN91ftCf"  
[X Link](https://x.com/anyuser/status/2012850640016318470)  2026-01-18T11:32Z [----] followers, [----] engagements


"Short summary of the year 2024: +6816% 1/x Another year with high concentration and big bets on a few smaller companies"  
[X Link](https://x.com/anyuser/status/1874865208914817478)  2025-01-02T17:07Z [----] followers, 19.3K engagements


"28/x and keeping to the promises made in [----]. They are gaining market share having strong cost control no M&A talk and negative cost gearing coming to an end in Q2 [----] (adding 30-40m EBIT yearly). CEO Gran has also made a "symbolic" purchase after the Q3 report"  
[X Link](https://x.com/anyuser/status/2013516939587375191)  2026-01-20T07:40Z [----] followers, [---] engagements


"29/x Overhead costs are down YoY while growing +20% in local currency however with lower gross margin affected by slow-moving stock being sold"  
[X Link](https://x.com/anyuser/status/2013517318244962384)  2026-01-20T07:41Z [----] followers, [---] engagements

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