Investment journal 10.7.2019: Back to Apetit

This stock has not been good for me. I think it's the second stock I wrote about in the blog. It's perennial under performer in the Finnish food sector and I have been waiting for turnaround since 2015. Two years ago, I even jumped in as new management updated strategy and sold some bad assets. …

Investment journal 2.7.2019: Vostok New Ventures exit

I exited Vostok New Ventures (VNV), portfolio of VC investments, today @ 61 SEK share because upside to the CEO bonus adjusted NAV dimished to 3%. I originally bought 5% position in last Christmas during the market panic when the upside to adjusted NAV was 40-70 % so this one played out nicely. My original …