Nordic small cap stocks
by Nordic small caps
Latest episode
Medistim Q3 2026 - Norway's greatest compounder
Medistim Q3 2026 - Norway's greatest compounder
About this podcast
Investing podcast mostly about nordic small cap stocks, following the principles of Warren Buffett and Charlie Munger.
On Twitter/X @nordicsmallcaps
Episodes
The newest 20 of 45 episodes
- Medistim Q3 2026 - Norway's greatest compounder · 4 min · Season 4 Episode 1Another strong quarter by Medistim, and shares were rewarded by the market. Listeners may ask for quarterly updates on specific companies, and I will prioritise accordingly. Not…
- Bouvet ASA Q2 2026 - Business as usual · 3 min · Season 4 Episode 8Bouvet came with a flat Q2 report both in terms of revenue and EBIT. The shares traded up 15% on the day however, showcasing the over-blown fears of AI which has put pressure on…
- Generic AB Q2 2026 · 3 min · Season 4 Episode 7The company returned to double digit growth in gross profits, a much welcome sign. Still, declining margins and low growth within DOCS leaves some question marks regarding the…
- Medistim ASA Q2 2026 - steady as she goes · 3 min · Season 4 Episode 6Another brilliant report from Norway's highest quality company. Not financial advice.
- Arcticzymes Technologies - $AZT - Approaching an inflection point · 7 min · Season 4 Episode 5Arcticzymes Technologies is an interesting company with gross margins above 90%. The company trades around 1.05 billion NOK at a share price of 20 NOK. Adjusted for a large net…
- Value investing trap 3 - Goodwill and intangible assets · 14 min · Season 4 Episode 4Some companies seem to grow revenues and earnings every year, by acquiring profitable businesses. Yet, the stock never seems to move in tandem with the numbers. The company…
- Value investing trap 2 - Investments in PP&E · 11 min · Season 4 Episode 3NB: This is a previously published episode, remade with better sound quality. Some companies seem optically cheap, but never seems to get recognition from the market. A common…
- Value investing trap 1 - Working capital · 9 min · Season 4 Episode 3NB: This is a previously published podcast, remade with better sound quality. Some companies always seems to trade at a low multiple. Charlie Munger hates that kind of business…
- Evolution AB Q2 2026 - Buybacks according to plan · 5 min · Season 4 Episode 2Quick recap of the Q2 report, and the most important developments for investors.
- Generic AB Q1 2026 · 3 min · Season 3 Episode 9A brief update on Generic after the Q1 report. Not financial advice.
- Medistim ASA - Q1 2026 · 2 min · Season 3 Episode 8A quick update on the first quarterly report for Medistim. Not financial advice
- Coffee Stain Group AB - $Coffee · 5 min · Season 3 Episode 7A look at the interesting gaming company from Sweden, recently Spun out off Embracer Group. Among their core IP's are Satisfactory, Valheim and Goat Simulator. The company…
- Berner Industrier AB - Q1 report · 3 min · Season 3 Episode 6A quick update on Berner Industrier after the Q1 report.
- Betsson AB Q1 2026 - All eyes on the World Cup · 5 min · Season 3 Episode 5A quick update on Betsson after the Q1 report. Not financial advice
- Evolution AB Q1 2026 - Buybacks are back in town · 8 min · Season 3 Episode 4An update on the decent Q1 report, as well as some takes on the new buyback programme. Not financial advice
- Avtech AB - Q1 2026 · 5 min · Season 3 Episode 3A quick recap of Avtech's soft Q1 report. Growth year-over-year, but decline quarter-over-quarter. Not what you like to see from a SAAS-company. Not financial advice
- Opter AB - Q1 2026 · 5 min · Season 3 Episode 2Modest topline growth in the first quarter for Opter AB, leaving some shareholders disappointed. Looking beyond the slow growth however, the report showcases very encouraging…
- Berner Industrier AB - $Berner · 4 min · Season 3 Episode 1A short introduction to the small, lesser known, serial acquirer Berner Industrier. They prefer to execute, rather than talking the talk. Not financial advice
- Veteranpoolen Q4 2025 · 3 min · Season 2 Episode 13A look at the strong Q4 report for Veteranpoolen, and the setup for 2026. Not financial advice.
- Medistim Q4 2025 · 3 min · Season 2 Episode 12A short update on the strong Q4 report of the Norwegian medtech company Medistim ASA. Not financial advice.
