Contents

To help navigation in the blog I have grouped all my posts to categories in the “table of contents” below.

First group is my current portfolio holdings and second my other writeups. Latest post in each group is always last.

Hope you enjoy,

-Backoftheenvelope

Portfolio holdings:

Argo Group – Hedge Fund Manager

  1. Cheapest stock of the week: Argo Group Limited
  2. Argo Group: Light at end of the tunnel?

Catella – Financial Conglomerate

  1. Catella: Cheap Price Signal or Noise?

Elverket Vallentuna – Regulated Electricity Grid Operator

  1. Cheapest stock of the week: Elverket Vallentuna Ab
  2. Elverket Vallentuna revisited: Time for workout?
  3. On Swedish electricity grid business dynamics

Ferronordic Machines – Construction Equipment Dealer

  1. Cheapest stock of the week: Ferronordic Machines
  2. Ferronordic Machines: Russia, P/E 5 and 30% growth
  3. Ferronordic Machines Q3: Russia turning?  

Installux: Aluminum Profile System Provider

  1. Installux: Switching Cost Competitive Advantage from France

Kotipizza – Restaurant Chain

  1. Should’ve, could’ve, would’ve…hindsight wisdom re Kotipizza
  2. Kotipizza: Bigger Slice of Pizza Market

Martela – Office Furniture Manufacturer

  1. Cheapest stock of the week: Martela
  2. Martela revisited: Will iPad kill the furniture industry?
  3. Few more thoughts on Martela (part 3)
  4. Still no respect for Martela: Q4’15 update

Portfolio updates

Portfolio and blog situation update Q1/2017

Other writeups:

  1. Cheapest stock of the week: Apetit
  2. Cheapest stock of the week: Arise Ab
  3. Cheapest stock of the week: Technopolis
  4. Cheapest stock of the week: Skånska Energi
  5. Medical Investment Trust: Private investment company 0.57 P/B
  6. BankNordic: Community Bank Far Away from the North Atlantic
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