HeyJaredNordic small cap stocks
Investing podcast mostly about nordic small cap stocks, following the principles of Warren Buffett and Charlie Munger.On Twitter/X @nordicsmallcaps
- Indexed episodes, last 90 days
- 11
- Latest publication
- Aug 24, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
Bouvet ASA Q2 2026 - Business as usual (opens the original)
Read excerpt
Bouvet 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 the stock. The Q2 showed business as usual, and that AI won't kill the company. In the coming quarters, Bouvet faces increasingly favorable comparables. Not financial advice, thanks for listening.
Generic AB Q2 2026 (opens the original)
Read excerpt
The 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 long term growth of the company, as well as the management team. Not financial advice
Medistim ASA Q2 2026 - steady as she goes (opens the original)
Read excerpt
Another brilliant report from Norway's highest quality company. Not financial advice.
Arcticzymes Technologies - $AZT - Approaching an inflection point (opens the original)
Read excerpt
Arcticzymes 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 cash position, the company trades around 6 times sales. If the company can reach stable revenue growth above 10%, I believe the outlook for shareholder returns is very strong. Due to incredible gross margins and low capex needs, I believe the company deserves to trade around 10 times sales. But in order to get there, the
Value investing trap 3 - Goodwill and intangible assets (opens the original)
Read excerpt
Some 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 always seem to be cheap on an earnings basis. This is perhaps due to the third value investing trap; reinvestments into goodwill and intangible assets. The episode is a bit technical, but I've tried to keep it as simple as possible. Thanks for listening.
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.