Avsnitt 536 - Det gäller göra hemläxan

0:00Just what is it that you want to do? We want to be free. We want to be free to do what we want to do. And we want to get loaded. And we want to have a good time. And that's what we're going to do. But wait baby, let's go! We're going to have a good time. We're going to have a party.

0:28Transcription by CastingWords

0:45It's a bit of a visit. A bit of a visit. Yes. You take over my flag here from the last. Yes, exactly. To see how I was there on trading scene. How has it been? Is it a blend between a long start and a start on a report period? Ganska long, I say. I follow my own and try to research on new new ones. But I think that the market is a little... Yes, it has come up very much. so that you're a little restriptive with new and have here. Yeah, and you'll be grateful to them who have booked a long time in the outland semester. I've been miserable at home. It's pretty good to handle a little bit. But I've done a good job on the day.

1:30It's like you don't want to get on 100 things but you need to choose your offer. I tried to go to the DIs on Avanza. It was after a second. It was not so long. I thought we could talk a little bit about it. Sen ska vi prata såklart om rapporterna. Chinnevi kom idag. Det har kommit lite vinstvarningar. Fastighetsbolagen har kommit in. Jag har lite uppföljning på min Kurdistan-trade jag har tagit. Och sen så ska du berätta lite om din portfölj. Du ska klappa dig lite på axeln som vanligt, gissa? Nej, men vi kan prata om... Är det bud? Du får sms här mitt i sändning. Är det bud? Det är portföljen nu.

2:08Exakt. Vi får se. But I'm going to talk a little bit about 2BI And some cases that have gone Vissa companies are going to be Yeah, in your life So it's so And then you can tell what you've done You've got to buy more, sell more We can talk about it, we've mentioned here Biotech, Uni and Appceller have gone very well Neonode is going to talk a little bit about So of course, it just goes and goes and goes And 2BI has we've mentioned before And then a old case that's Enovic That was going to talk about here give you a little update on what the russes on. And then in the end of the episode we have an intervju with Bitcoin Treasury Capital which is now.

2:49Exactly, and it was a fantastic note. The one has been in the end of the episode. So listen to an intervju with VD. And this is a company that like the USA, they should hold Bitcoin on a effective way as possible so that you can explore it.

3:14We're with our sponsor IG And it's perfect In the summer Have their ultimate app You can always look at when you wake up When you're on a business If you want to do an affair What's the index of you Will you hedge on a portfolio Have you come a new thing How does it go to? Have Trump done a taco Exactly Then you go into IG's app Look at what's happening You have a raw value You have a American index index. Du kan agera väldigt snabbt och de erbjuder även helghandel. Nu har det varit ganska mycket nyheter på helgen. Det borde kanske vara lite lugnare på sommar nu. Man vet aldrig med Trump. Man vet inte, men det känns som att crescendot av händelser vi hade i Iran och vi har haft allting här bakom, så nu är det lite brain fog för marknaden här, så vi får se.

4:01Det kanske blir lugnare här de närmsta veckorna. Är det någon som har tagit över stafettbinden så är det väl Elon Musk kommer med olika Politiska utspel, så Tesla går alltid ner Massa på helgen, eller inför måndagens handel Exakt Men så turnar det upp sig, 90 dagar har snart gått Med Kina Det är väl mot slutut här på sommaren Och då kan det vara jätteviktigt för när sådana nyheter kommer Om det kommer på helgen så kan man göra en affär Kommer det på natten, på kvällen YG är alltid öppet Ja, och gillar man att handla krypto Så har de även lanserat Optioner på bitcoin Tycker man det rör sig mycket Man vill begränsa sin e-sida så kan ju optioner vara ett alternativ där.

4:41Och då erbjuder de handel på 14 olika kryptovalutor. Och då är det ju bara att gå in på ig.com. Och vill man kanske testa på lite handel så har de ju även demohandel. Och det kan ju vara ett perfekt läge att prova på. Under semester kanske i hängmattan. Hur det känns att tröjda de här nyheterna. Så man kan börja så om man är en novice. Ja, om man lyssnar på den här podden tycker du bara gör bra affärer then you can try to do it yourself. See how easy it is. Yeah, exactly. But come back, all trading is a high risk. 75 % of all the professional kunder can lose money on CFD-andels and so on the other than the other.

5:15You can think after the other with the big risk that you can lose your money.

5:24If we start with the report, we have started with some vinst warning. We had Hexatronic which started here on Sunday evening. It's when you have a form of a meeting or something so you can't get out a Sunday night that it doesn't work well They were up 10 % on Friday I saw that it was many that it was a winst people thought it was positive but it was negative but the kurs was over 20 % this was a darling they were on with fiber and had done some different reviews in the sector You talked about this for several years With a channel stuff And you looked like a smart Visseroy blankare I was not hausad So I started to look at What was it?

6:17It was for the year When it was again Then it was again And then it was a race from 20 to 60 And now it was again So it's an interesting The company has had many problems. They have even had some problems. Visst, Roy was on them and blanked them? Yes, exactly. It was a lot of reports. The VD has closed now. It's time for a little start. We read Pareto, who wrote that on Friday. Positively, we've seen the market, the sector and the like. It's not good for everyone. out of Hexatronic. When I follow Tigo and many smarts around the market, they describe it as that investment and capex in telecoms will go down quickly.

7:09If you look at what people want for Breband, I have a new fiber here now where we have purchased our house. You don't really know what you want to have. Will you have 200 or 1000 megabit? People have no idea. Funks are Netflix on 200? Yeah, it works. Funks are it on 1000? Yeah, it works well also. So it feels like the whole of the big investment for all operators is quite over. In case we'll find new ways if it's 6G or what it's now that we should do. It's about if everyone should sit and try to own chat, GBT-servers or something like that. We need much more internet-kraft, maybe. Yeah, exactly.

7:52Exactly. I'm a mobile phone. I'm a computer phone. Yes, exactly. So it's like that and it's in a case of both taxatronic and telecom operators with Starlink or that you're mobile phone. And then people say that if you want to play Fortnite, you're going to do a lot of things. If you're a family or you're a lot of people on the same place, then it doesn't work. it's not really. It depends on where you live. In 5G-routers, it's not a good thing. But it's a different discussion. But Hexatronic has been a VD. The VD is not a lot to say about. He doesn't talk so much. He doesn't communicate so well.

8:38He doesn't communicate with the analytics. It was what they became known for. Now it was a DI that they had a IR-person that started for about 1 ,5 years ago. som slutade nu. Man har haft en vice vd som har varit delägare i ett bolag som har vräkt ut aktier här. Som har haft fantastiska vinster. Så det är ett väldigt omdiskuterat bolag. Det finns nog något bra här i grunden. Men det gäller ju att de får ordning på alla de här bitarna. Jag kommer ihåg att jag höll på i Thailand. Om det var någon rapport som någon var positiv till. Jag köpte och så gick det ner typ 20%. Så det har varit en väldigt jobbig aktie att äga och handla över rapport.

9:18and analytics and like that. But they said that their other affairs over this fiber-been was good, but it was a stone in fiber-been. Which Pareto didn't see as the concurrents. So it feels a bit more complex for me. I'm not all of a bit more on-the-been here. But it looks like it's been a quarter left before, before it goes around. Exactly. But when it comes to such a lot of things, it's interesting to look at. So we'll see. When all of a sudden, it's often a way to look at it. I have a tendency to look at it. You're going to look at it more and more. But I don't know if it's not a decision. No, then I read Kinneviks report in the morning.

10:10I had a fine number here of how it had gone the last year. then, then it was a year of a year of kastning, including a return of investment, content and sakutdeling, because they have been doing it. 1 year minus 4 % in year of kastning, 5 year minus 7 % and 10 year plus 1%. So it is a fascinating haveri. I have been a little positive for the last six months. Now Christina has come in, we'll see what she does of it. here. I - check in rapport now but it's gonna save

11:10time bra nu, alla tech-bolag. Vi har ju varit emot dem innan. Det har varit stökigt och högränt miljö. De hade gjort en ny investering på 300 miljoner som var hemlig inom biotech. Alltså tech-bio tror jag det kallades. Det var inte biotech. Så jag förstod inte ens vilket område det är. Det lät ju farligt, men man undrar ju om man inte vill återinvestera i sina bolag som handlas till typ 50 % rabatt. Jag tror de hade fortfarande 10 miljarder i kassan. Så de har ju världens möjlighet här. Det är bara frågan var det här ska ta vägen, hur man ska kapital allokera. Efter att ha läst det här så låter man ju osugen, men jag blir ändå sugen på att man är liksom ur den här värsta fasen och skulle kunna göra något väldigt bra av de här innehaven.

12:00De verkar ändå äga några bolag de fick väl in i EQT och några andra heta amerikanska VC-firmer i det här Travelperk tror jag var. Och ja, vissa Alla bolag vill man bara skriva ner till noll när man läser de Och vissa skulle det faktiskt kunna bli någonting här Framförallt när man tittar på Nasdaq och alla de här heta bolagen Något borde de kunna trolla fram här som borde kunna bli ganska hett Annars har de ju uppenbarligen investerat totalt galet Har de inte det då? Jag menar, det är ju full hås Och det finns flera sektorer, de har inte träffat en enda Nej, det är ju imponerande jämfört med flat och liknande And they are not really...

12:41And they are not really... They are not the last three years of the company they have invested in. They are six years back. Yes, exactly. I don't know, it's just a very sexy portfolio when you look at it. And it's probably not that they have invested so much in it. No, they wrote that it didn't have much full invest in the money with 10 billion in kassan. So it's a super place And it's positive so that you can Come on on a new Kula So I'm a little suging on To buy in Kinnevik It's about to communicate To buy a new purchase Because you can see that you have Bought on your own and trust on your portfolio I think Christina Inside has been a good job When she came back It's positive Fresh blood Yeah Kanske lite nytt på vd-posten där också Absolut Det har gått många år nu Det har varit samma story om och om igen Och väldigt sen på bollen Måste jag säga att vdn har varit Nu är jag hård här Men alla andra startup Jesusar Blev väldigt snabbt De tittar på kassaflöden nu Och allt det där Medan han fortsatte Det är inte han som styr bolagen Men man borde ju kunna sätta hårdare But he could communicate so in all of a sudden, instead of copying the stock from the company they invested in and still keep the startup and blah, blah.

14:14You understand what I mean? Absolutely. He has been more conservative. I think that he continued to be all the less for a long time with the startup bullshit. And it's like I think it's That it's like He drank the Kool-Aid And then he left the Kool-Aid And then he left all the other Kool-Aid And then he left I'm very hard I'm talking about the secondaries It's like You want to see someone who was with And was with that it was a horse But it was a joke But it was a joke Because it's money to pay And when everything is going to be Then you want to go back to the clock And you don't continue the same theme Because then you're just a second-led And not a second-led In with Niklas Storåker In the system Who is the best startup-invested And you can see how you're going to And you can see it now Monster-rabatt Storkassa It's just like It's just like Just to get to the right people With the right connections you see flat and how they have done with their door open it's all possible it's all possible to do it it goes to rock it's the company that does but I think you need a whole of storm on the lead then we had the company where they have reported and then we got some form of inflations shock here.

15:49It was a little delated meaning of what it was about. It was just a snabb siffre, but many had hoped on a increase in juli. Or a meeting after. Now it came in a higher rate. One analysis I read was that a big difference could be charter-resor. I'm imponerating how the composition can look out. But regn and weather, it does make sure that charter-priseries go up a lot of power. And that would be the inflations-siffed. It was so easy. I think it was the 14th of July. It was a full-time inflations-siffed. So you can see all the details. But at the same time, fastighetsbolag has reported. So I don't know how much you should take on how the rate of growth has changed.

16:35Or how it looks for fastighetsbolag. But they are talking about rabatt. I saw Sven Olof was out with a little bit of a quote. They had a little Kåkar in Kista I don't know if he wanted to spark it on Ruttke Or what he was doing But he said that they are in principle It's hard to buy out You don't have any ofkastning It's a sunk place With more That's what you're doing Yeah That's what you're doing But so you don't have to do it You can't do it You can't do it You can't do it You can't do it You can't do it You can't do it But Fabi G I'm going to have a lot of

17:35いの BR's

17:42So it's not the heat. Bostads companies are a little more it. It was a stendrott when the rent was rushed. Man talked a lot about this with the rights. That it doesn't go to be a newbiegd. It's because it costs 10 000 for an etta in Järfälla. And it costs 9 000 on Estermalm in an etta. It's just a politics. It's a right-to-one aspect. And that can you hold on. But for the same value of the so So it's bullshit It's clear that if you take off the The rules of the regulation So will the rules of Stockholm In the inner city go up And they will be full of The rest of the country I mean Take Falun The rules of the rules Should have been halved So I'm not sure That the business of the company Will pay so much more money on it No, no It's a story that goes in media Now that we have a business Fast it's no one who has the to hyra de här nybyggda Vi har ju bostadsbrist av andra anledningar Vi har bostadsbrist på billiga lägenheter och vi har haft en stor invandring och allt sånt som har tjockat upp alla priser Men vi har ju ingen bostadsbrist Det är ju skitsnack på bostäder som folk vill bo i Nej men jag läste Wallenstam hade några Där har vi bostadsbrist I Nacka centrum Det har varit 300 lägenheter och de hade tusentals ansökande So everything just matters about the place On the way of the house And price And there I mean That with the house of the house Yeah, if you're a big business And have a big stock It's like, yeah, it's cool if you're in the town If you're in the town, but you're in the town But I mean, what do you mean To the house of the house What do you think of the house of the house If you take the house of the house The house that's there and live today And have a first-hand contract They pay all the less for much But a dumb question is it that you have to have high high high?

19:42How do you mean? I Kista, if you have high high high, then you can probably have high high high? Yes, but it will no longer do. But if you slay the high high high high, so I mean that the company tjänar more money than they should on the high high high high. I'm very happy about it. At least if you look over the whole of Sweden. So it's still a lot of It's still a lot of The segment of the Or the other segment of the The segment of the Or the other segment of the Is well like Sagax We maybe have Handels Fastigheter De som are out to Jula And so And then I like Logistea I like East9 Then you get a lot of Exponering Mot Poland There you have Full Tillväxt And you You get both Tillväxt I land You get to You get to You get to You get to Priser On the Fastigheter You get to Is9 har ju kontor i Polen och Baltikum.

20:33Så det gäller väl att välja sina bolag inom fastighetssektorn. Där vissa kommer få det jobbigare och vissa kommer få det... Jag var inne på innan den här inflationssiffran på att vi går en fin räntevåg emot oss. Tioåringarna börjar komma ner, fastighetsbolagen börjar bli lite heta. Börjat kolla lite på SBB, SBBD kanske, vad som kan hända där. If they have started to do this with the norm But this is probably so that it's a job So I have just taken my job Would you like to buy something For a 10 year old And he has not yet No one It's not to start now You can walk on my treasury With someone who just owns Strandvägen And then it will go to 1 million per square Yeah, but it can be done But I think that It's good for the quality of the day, you know.

21:29Exakt. I don't know, I've missed the road. I'm not so interested. I'm going to do another thing. I want to have more asymmetrics. It's hard to find when you're running out of the road. It's some that are really good on it. The end you might have been a little bit on is to take a look at Roger in Achelius. Or in Castellum. There you might have been sitting in the same boat as him. When he has broken up here and looked five years later, it would be good. When you look at his history, he might have lost his glory. But I don't think it's true. But then I just come back to the politics of the country.

22:07All right, so that's the end of the world where it's called a business career. It's the best career. Yeah, exactly. And people say that the fact is a fantastic resource. And yadda yadda yadda. But what they say is that they Gillar leverage Because it's where the price comes from You can buy five times And buy a single That goes up In snitt five or six percent per year Maybe It's not a single It's not a single It's leverage And then I look at I just look at the end of the day I'm a little scared Because it's a lot of leverage And then I'm going to get out and Amor... What's it called? Amorteringskravet Amorteringskravet Perfect And the effect I don't understand It's a political I understand You might have been able to But then they do it After they've won the election It's so much It's so much It's so much It's so much It's so much It's so much It's so much It's a quarter Or two Or a half So can Några to buy what they want and then the price has adjusted up for it and then it's over the effect is gone it's just when they're going to buy restaurant what happened is it someone who thinks it's been more expensive to eat and it was still a better effect it was still not a stimulant to the who should buy so I think that it's it gas is from all the way on that fastigheter should go well Politiskt, overallt And leverage is high So I have missed the road So I can sit here and look at it In fastighetsbolagen

23:58I think it's a lot of interesting things Yeah What I talked about for the week Was Kurdistanoljan It's a lot of people have been They're very good at meeting And I think that they're going to come to something Today is a pretty exciting day There you go Now they're taking a time away And it's the kändest It's the old minister that goes out Every tredje month and says Pipeline will open in three months But the kurs has gone pretty well here On a week's sicht It feels like the USA presses on Pretty well here in the background I'm a little D &O And D &O Optioner They've gone very well the last week.

24:42We'll see if they'll become a jerk or if they'll take a little bit of a win. Today they're going to say that they're hours away. But it's been heard many times before. But if you're having fun on the sommar, then you can follow some Arabian news. They've written about the same news in two years now. How close it is a deal. So it's just copy-paste here on the news. And they go back to the next Baghdad and Erbil, new meeting, new tea, and then they say that they are hours away. But now it feels like it's on the right. And all of these companies are extremely cheap if they were going to flow in the pipeline between Kurdistan and Turkey.

25:29Have you ever seen anything with your other companies? The companies are pretty good here. It's up to 70 dollars now. I 90 lilla oljebolag händer inte mycket men det där är spännande för just det där i Kurdistanoljan rent politiskt har det förändrats väldigt mycket i den regionen så ska det gå så ska det väl gå nu han är ju en dealmaker Trump så vi får se hur mycket han är här i bakgrunden

26:02We have with us Robomarkets and now is the report period in the USA. It is in the USA. It really happens. There are no longer than the we have a company. We have a company and Nvidia. We have CoreWeave that has been very much in. They have made a and if you want to handle in the USA or want to handle so is really Robomarkets it best alternative? Precis, for you have ISK with a value of money, no value of money, you have you have a deal from 7 ,5 or 0 ,75 percent nothing minimum and the amount of money or the amount of money on the affair is not a cost, but it is only a cost and this is all the money regardless of what engagement you have with Robomarket, so you have the same and you have the opportunity to handle directly with TradingView and that you can connect to your Robomarkets And then you can handle directly in their Gränssnitt and you can use graf And you can do a technical analysis if you want to do it You can even kode a little if you want to do it And if you have a hum How you can do your own strategies So it's a great tool It's not better when it just rains every day You can sit home and kode a little Algo-app that you can use in trading Yes, exactly And you can also put a stop loss and take profit So you can put in the graph It's perfect if the sun comes up When you're on the playa So you've already taken your position on the morning And then you've got to put in your stop loss and take profit And if you want to be a customer or if you have any questions So just hear of you to Max & Simon on Stockholmskontoret Or their Twitterkonto which is Robomarkets SE Stort tack!

27:39And come back, investing is a risk And it's not safe that you can get back all your capital Capital.

27:51Sen hade vi i DI en liten affär jag gjorde här på sommaren som kunde blivit fantastiskt bra men man lärde sig inte att man ska sitta och vänta en kvart efter öppning för då är det ju amatörtimmen, amatörkvarten man kan kalla den vad som helst. DI var ute och sa att jag tolkade det som att korpfirmerna försökte pitcha att Hagströmmen skulle köpa ut Avanza men det kändes som that it must be called out in English media that Hagströmer should put on Avanza. So the kurs was up 15-16%. Which was very much on a D-rykte. And then they got a comment from Hagströmer five minutes before opening, which I didn't even read.

28:35It was like, Rökmånaden kom tidigt. How do you get that? Rökmånaden kom tidigt. He was so intelligent, smart And Gammal and klok So he got to go up a national Ensklopedin for to understand And it was more that Skröner and rykten And then on the after the end of the interview Where he felt like he died this He wanted to do this He was so good It's like the course goes up It's like no bullshit We can do a new emission He skits in the price Yeah, exactly. And a röp-månad is that mat for fars. It's a bit like that. And it's probably one summer-månad in August or August. But he said that it was really hard.

29:23Yeah, or that people were completely galna on the redaction. So it was a fantastic place to cut Avanza when it was up 15-16%. It didn't I, but I could cut it when it was 10 % up on opening or something. And then he went up, he went up, and then it became a little en vinst. Men det här säger väl en del om sommarhandeln. Det är tunt. Det kan komma någon nyhet. Det kan komma någon rykten. Saker rör sig mycket mer. Det tar några dagar innan det händer någonting. Jag tittade på Mildef, min stackars sorgdeg. Den har ju gått katastrofdåligt. Fortsatt. Och nu fick de sin största order någonsin av COG, det här norska försvarsbolaget.

30:07Och kursen gick upp typ 3%. So I don't know if it's like, you know, follow through here or if it's a sign that it's something that's happened with the whole list. I've missed my position there, increased a little more on the order. I'm going to be like a joker in the summer portfolio. How have you done your summer affairs? I've looked at most of the time, I've done some... I'm in research mode, I'm sitting and reading. I'm not sure you're doing it. Investing. It's not like a QT-gubble. I'm not sure you're looking at a case. I'm looking at a SPACs all the time. But it's a jungle. I have them I have, but I haven't taken it.

30:53But I'm looking at it all the time. Because I think it can be a good strategy just now. As I've talked about it before. 10 % are in the cash. And if it's going to be a house or something, then they can stick it out. So you can get to 15 % but it's a good percentual So it's almost like having a cash position No more than What are you looking at or what is it that has gone well or bad I'm looking after the next Bitcoin I don't have any I've never chosen but it's going to be someone who does anyone who does a stable coin it's like the next HCG A circle copy Yeah, exactly. It's the next thing in crypto and SPACs.

31:40But otherwise, Neonode goes like a whole time. They come with Russell, so it's been a bit of influence from it. Today, Samsung came with their report, which was catastrophic. I found out there was no information about any related thing there. Nej, det går i rykten om att de i förra rapporten reserverade för IP och royaltybetalningar. Nu såg jag att de hade ganska stora summor alltid, men den hade gått upp.