Nordic small cap stocks

A short update on $PDX after shares fell 15% after the Q4 report.

Not financial advice.

Röko was a highly anticipated IPO in 2025. With a strong shareholder base, and the former Lifco CEO at the helm, the company came to market at a high valuation. Could this be a potential long-term compounder after only being established in 2019?
Falling more than 40% since the top, the question remains whether the current valuation is attractive.
Important companies mentioned; Lifco, and Constellation Software.
Not financial advice.

Avtech is a micro cap SAAS-company within the aviation technology space. With strong growth and great margins, this is a potential hidden gem from the swedes.
However, at a market cap of only 460 million SEK, the investment entails substantial risks.
Not financial advice.

In some cases, entry multiples largely determines your return in a stock. In others, they might cloud your view, and you risk losing out on the long term potential.
Using company examples from previous episodes, $BOUV, $BAHN, $GENI, $OPTER, $MEDI.
Thanks for listening.

Vitec is a serial acquirer of VMS-providers in Europe. They have reached the lowest stock price in 5 years, and has fallen more than 50% from the top. The question remains, what are the expected returns for the future?
The recent draw-down in serial acquirers is long awaited. Many investors has simply bought a basket of these, with little notion for the price that they pay. Hopefully, gone are the days where one can simply assume a higher terminal value to these stocks, in order to justify an increase in valuation.
Not financial advice.