Avsnitt 538 - Rikast snabbast vinner

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. We're going to have a good time. We're going to have a party.

0:30We'll be right back.

0:45It's a little bit of a warm air so all the Börsvedar have gone out of the sun. How are you there? Are you still on the solkust? No, I'm not in the sky. And how are you? Are you inside in Stockholm or full of us? It's a little bit on the hotel, but the light of light on my place at all. Yeah, I read that Besent thought we should take us to Stockholm for talking about Kina-tunnel. So you might be able to fly in there as our correspondent. Yeah, exactly. Man får ta honom i örat. Yeah, they were going to hang on a RTP-like or something so you're going to hang on a boat there and you'll see it. Yeah, exactly.

1:20With a spion-nick that they should try to listen. Yeah, exactly. It has been an intensive report-vecca. We've had a budget on Intergram which I've talked a little about. I thought we could talk a little about Evolution and Betson. They've gone to different ways. I thought we could talk a little about operators. I've had my Tigo-innehaver which has gone very well. I've handled flat capital I've seen and seen I've seen and seen open doors With the new GameStop All of the time It's like we have the first period Both in Sweden is it a micro version With risk on And it's like in the USA Risk on on steroids It's like crypto It's full and I'll talk about it It's like it's like I've seen that it's a little NFT that someone knows what it is for.

2:14I saw that it was someone who had roped in 52 CryptoPunks for a million dollars. So it's... It's about to go first. It was what I would do with this open door. But you don't have any self-confidence. You always feel like you're the last killin in on the dance floor. But it's hard to say if we've just started or if this is a new glans-era on the market that we will see here. Yeah, it's not a lot to see. Yeah, but we'll take on the pod.

2:48And this week we have with us Rob Markets and it's perfect when it's full of the American market. It's a lot of crypto-related that has been around with Coinbase, Strategy, TerraWolf, Safer Mining and Bitmine have been around the market. and it has been very much. We have even this Open Door which has been very much. And via Robomarkets can you have a very low-end trade-off-handel if you have an active ISK with a lot of income, no cash and gift. Handel from 0 ,075 % or 7 ,5 points. It's not a minimum or a mortgage. Antall affair or a lot of interest is not a role, but it's just a cost. So if you want to handle in the USA it's full action there, so it's really smooth and prism and and do it via Robomarkets.

3:37Yes, and the fine with Robomarkets is that all the kunder is, no matter of engagement, will be able to get the same available. And it is 0 ,075%, or 7 ,5 % as you can call it. And then you don't have a pro-kund or anything like that, but all the same quotages. And then you can use the opportunity to handle directly to TradingView, if you use it or you can use it. And it's easy to connect your Robomarkets to TradingView. Then you can handle directly in the graph, you can set stop loss, take profit. and if you're a little at the point of learning so you can even code in TradingView and test different strategies and so on so it's a bit so it's a bit so it's a bit so it's a bit if you want to backtest any strategy you've got to finulate on so you can so go ahead on the next semester and if you have any questions you can hear of your Max and Simon on Stockholmskontoret or via their twitter or x at Robomarketsse yeah but exactly so now maybe you can sit on playa USA open 15.30 they have even demo so you can try to On the other day, in the end of the day, you can do it with RoboMarkets.

4:38Thank you for your sponsor. But remember, investering in your risk is not going to be back your capital.

4:50Let's start with Integrum Bud. I don't know that I've got no akties, but I'm glad to do it. It's been a real bumpy ride. but this says a lot, the premium was over 100 % so it says a lot about when it's the tech world in a company and that it's something very potent for another to what the market sees and yeah, it's a nice one of the owners that have taken up the the stock was like 30-40 when I talked about the and then came the placing and then a bad report, it was a half on on 15-15 kronor. It was about 13-14-15 kronor. I think it was Renman who had a lot of money and there were other people who were who were lucky, who thought on the company and took this up.

5:43Now they got a bid on 44 kronor. This is a medical, a orthopedic company that makes a lot of protests. But it was an American actor who did this. But if you have a confidence and you can be open to the confidence when all the others think that the company doesn't all deliver. The company has been up to 100 % today and has gone from 15-42 % here in 3-4 months. Yes, exactly. It has been a special action with the company and the company that is different. It has been an extremely hard journey. It was a bit like when you had Caliditas. It was 100 things before, and the owner really got to lead it before.

6:40when they were belated. Here are the actual ones who have been up to 80 kronor before. But rent short-sighted is this a fantastic prize. And if you want to buy it right, then they will get out of the company very cheap. It feels like it's not that the company has not got out the enormous potential that they have been on. We can go on to the next step. But I want to gratulere the owners. And then it shows that it is very many or very many, it is a lot of small companies with the right buy. We had even a bid in Bredband 2, which I said handled a little bit. There were a little bit of and there was a little more rationality.

7:20It was the most special thing here was that the company Infracom had been on a form of swap position. You've got a position in a different company and now you're belated with a bid. We'll see if it's more companies that don't buy Bitcoin for the kassan. but you buy the stockpick. Yeah, absolutely. I don't have followed this so much. It was that you could get 5 more than 5 more than a year in the stockpick. I thought that it was 3 ,25. I thought that many missed it. It was a little flummo that you could get 10 more than before. Before the bud was started, it was 3 ,35. So I had it a little under the day.

8:17But it shows that it is interesting companies that other actors are interested in. It doesn't come a bud in the summer, what I mean. It feels like we've had a long time in our. It feels like it comes quite a lot of bud in the past. when the market feels risk-on and you can leave this for the sake of the tullstöket behind us What have you done with the report? In Sweden, you're a very early report when you're talking about you and you're talking about the US dollar I haven't done any at all at all I'm more focused on trying to look at the USA sentiment there is just Glödhet So, nej, rapportsäsongen Den lockade inte, jag tittade på Evolution Jag blev lite sök att man inte hade några Men annars Nej, annars har jag Jag fokuserar mer på USA Det är galna rörelser där borta I alla bolag, det kommer komma in på lite senare Men du kan ju berätta vad du har gjort under rapportsäsongen Ja, nej men precis, jag följer väl Evolution Jag har ju mina Mina långsiktiga calls där Som jag har handlat lite, olika nivåer Med olika framgång but it feels like the sentiment went on a way to do it blanks have taken their position the VD made it a lot of money and now managed to come back to a little to the Asien so that they had made a lot of changes for coming to the pirate copy the streams that made people copy their games I saw that they opened a studio in the Philippines some were in there before that it could be a way to do it that it wasn't like a lot to copy But it feels more like a sentiment case That it's a little bit of a boost All it's based on the future But one hour we hate all EVO And it's a high risk And you don't have to pay 10 times in the future And now, just because it's a percentage of the boost And it's going to turn around a little bit And all of a sudden knew that the first quarter would be weak So now is the stock up 20 % on a month.

10:28If you look at the American company, it's going to be over 1 000. The stock was at 650 ,000. It topped up 1400 ,000. Now we've gone from 650 ,000 to 850 ,000. I thought that the stock was too low. I never wanted to buy up any big position. But he has been a long-term six years. framåt, VDN Carlesund han gjorde ett stort köp här för 50-60-70 miljoner som tog en fin botten de har dragit igång sitt återköp det känns som att de gör sin allokering rätt DART har ju suget upp extremt mycket aktier, äger väl runt 20-25 % av bolaget han har nog hittat en fin kassamaskin här, de har ju hög utdelning så det känns väl som att Evolution borde ju vara en bra, om man vill ha lite lägre risk, ett bra kapitalallokeringsbolag.

11:28Å andra sidan fick vi Betsson som har gått fantastiskt. Där har man alltid pratat om deras Turkiet-risk. De har ett B2B-avtal som är väldigt hyschysch när de lämnade den turkiska marknaden och därför skulle man sätta en rabatt. De har varit extremt duktiga på att ta det här kassaflödet från Turkiet och lansera i Lantin-Amerika and make a fine for sale and take a cash flow from a green market and build up a whole different portfolio of sites and countries. And now the market was extremely well and the report was in line. And the market was 17%. So it felt like people just went from 200 to 165. And it felt like the value of the market has come up a little.

12:15All the money is still in the Nordic market. billigt jämfört med andra bolag men folk såg väl bara någon anledning till att kanske plocka hem lite vinst. Jag läste att Lindvall var ute i någon intervju här, han sa att han skulle inte sälja på den här rapporten det känns ju som en ganska skön, oväntad kommentar. Det kändes mer som att folk försökte hitta olika anledningar till varför den gick ner och ibland kanske inte finns någon anledning mer än att aktien är upp. Ja, att den hade gått relativt bra då. Den är upp 151 % på tre år gone from 75 for 3 years and gone from 120 for some years to 200 maybe it's over to Evolution and if you want to see risk of these companies then you can say that a lot of V1 comes from Turkey it's this and this and when the momentum is in the course then people don't focus on it so it feels like a sentiment that's what you want to do but so in the meantime you're going to have a Evolution than Betson just for that sentiment but I think that Betson is probably a good job here when we have got a so-called rekyl, but apparently I'm the worst of the dip-goated I tried my Mildef case they came with their report that I said that you don't want to be känslosamt styrd här, men jag tyckte de tappade ju förtroendet för vdn när de kom med sin vinstvarning.

13:48Den gick upp 11 % på sin rapport. Han åsade ju andra halvåret väldigt mycket och sa att det var mer tillfälligt att ordrarna hade liksom dröjt in i andra halvåret. Så ja, nu har de väl kommit tillbaka lite men jag har inte köpt någon Betsson för jag är extremt dålig på att köpa de här dipparna för jag har väldigt lätt att slå ut när det går dåligt and not to be able to get out this. But if you're on with the strategy, I think that Betsson is a buyout. If you look at the same time in the USA, what do you look at? I mean, my own home, Novix, it's going to be quite a bit of fun. They do a lot of things, and the akties have been looking at.

14:30So it's probably what you look at. Mag7 is interesting. I think it's a feeling in the market here. now over the way. The expectations are low. The Akties have gone well. So I don't know if they're going to miss the report on the report. But at the same time, the BUS has gone very well. And now it's full on horse. And then I have a little hard to come around. Alla think that Trump is a taco now. And I'm going to be a mess in the negotiations. I think that he's got to get through his big beautiful bill. I think he has some money on the field to play with now So I think he will be tough You mentioned that Tull-krig and Tull-debaclet Maybe over I don't think it I think it will be tough I August I first August It's a deal with EU Innan it's in the power Tullar China will be interesting But he has a war chest After the big beautiful bill So I think he can be tough I think it's hard to understand Why the why we can even get to these memes in a lot of things.

15:42But I think that it's a bit of a thing on its own. It's even a old old SPAC, what's it called Open Door? It's like that Pappatilias' old SPAC that had crashed and been dead in five or four years. And the one that was done for 100 % here now. So risk-willing is absolutely there. It's a fact. I think it's a little bit It's a little bit Rakt in That's the data That Trump has set up That's when they're going to get to I've sat and looked at it For those who haven't looked at it So they topped the stock market The stock market on$82 The stock market came in as a SPAC Now it's a 50 cent Then it was a hedge fund person Who wanted to start a game stop So he said Now we're back to$82 and he has got good traction for this and the actual has gone from 50 cent up to 5 dollar so it has been and now he is around 3 ,5 he is Eric Jackson and is the Carvana hedge fund guy all he does is try to find the next Carvana over and over again and Carvana is one of the most special in the USA, they sell well begagnade bilar the carvana is one of the most specials the carvana is one of the most specials two times the last five years.

17:06So in the USA, they really know how they're going to do it here and are completely gone with their own So here, they've managed to get people to buy very many options in Open Door. I think that the market I think that the market I think that the market was 80 billion 80 billion dollars I think that's a pretty small company and the stock market is about 15 billion dollars on a day. and it was worth 24 billion dollars and it was worth 6 billion dollars before so it is really a lot of money and I have found a little bit of the theme on it it feels like all of them that people handle Robinhood is very high-priced I've seen Alexander Liarsson one of the best investors I follow he has had FUTO F-U-T-O som är en mäklare, en asiatisk mäklare och nu har vi även pratat om Tiger Broker och det här är ju då asiatiska mäklarfirmer som alla asiater sitter och handlar både Hongkong och Kina men även amerikanska aktier och de här har även börjat etablera sig mot USA, det känns som att det är en helt ny våg av investerare här, det är liksom helt ute med long-siktig investering in the USA, but it's just full it's just a buy-in, it's just a buy-in, it's just a buy-in it's crypto, and there are the markets and they're buying gold just now, what do you do?

18:36I read some statistics that majority of all options deals are in a-op. I read that fund managers, their cash positions are extremely low, back to 2021 all are with, all have gasated, all have bought And then I come back to the data where China goes out in the 90 days in Europe 1 August Trump has fixed the economy with Big Beauty for Bill which is a big stimulant so he has to be tough again and you can hedge your portfolio you can buy sell options and all that and the X is not all high and it is that it is the kian risk that comes in the beginning of August and still is X so low Ingen är rädd verkar det som.

19:24Nej och tittar man på de här Tiger Brokers då man vill ha lite relation till Avanza Nordnet så handlas den här till 12 gånger PE de kommande 12 månaderna. Intäkten var upp 70%, vinsten var upp 200%, tradingvolymen var upp 155%, antalet kunder var upp 24 % i Q1. Så att det är ett enormt inflöde och stort aktieintresse och antingen är väl det här någon form av toppindikation eller så ska vi rida en lång risk period här och då känns det verkligen smart att hitta spadarna i det här, de som ska istället för kanske själv hoppa in i de här riskaktierna så kan man hitta de som levererar tjänsterna och skär lite mellan mellan all kryptohandel och liknande Ja, och där, du slår ju huvud på spiken där, det kan ju vara början på en sån här risk on och då får vi någon form av melt up och allting och det skulle det vara om de här tullförhandlingarna blir okej och blir ganska bra så som jag tycker att det ser ut nu så vet jag inte riktigt vad är For Europe's part, I don't think that the tull-for-slaven is good for Europe.

20:27So I wonder what Europe should be.

20:34What can Europe be able to answer? It's on Magnificent Seven. Google, Facebook, on the services. For it doesn't have so many products we should tull. And that can be Jobbigt for Nasdaq I hear what you say That it can be a start on risk I think it's a little premature In the way you know the tull-for-handling So I think It's a billy to hedge your portfolio And create a little liquidity Or in all of a way to buy a little more And then I think you should do it I have been a long time with Nasdaq I have a long time with aktie So you're a troughy snubber When we go in in the roligaste times and then he's going to find a troughy stuff.

21:22It's not a trough, you can't get a lot of money. But I mean that the price is up 30 % since April. So it's like, and now should HSN take part. It's hard to buy it, but I see that HSN is done, if you look at their own company, Abcellra has gone fantastic the last month and then it's still not a real HSN-actie. It's not like MIM-acties So much has gone very well I have to say my swing position I took in June I bought two It was on 55 ,000 So it is So it is a lot of It maybe is so that it will hold on a while But then I think If you want to play You can actually buy Bill Neside Protection You can't be a dumb There's no one.

22:16You can be with and lir. And so long music plays So you can be with and play. But you can have a little And buy a little bit of protection In form of a sales option Or how you want to do it.

22:36We'll talk about crypto. And there we have our partner Virtune Which we use when we want to handle crypto. It's still a strong positive wind in the crypto world. The biggest now is Ethereum. I saw that it was up about 47 % on a month. You have a company Bitmine that will buy Ethereum for their cash. I saw that Peter Thiel flagged up as one of the investor in it. We also have Genius Act that has been able to buy it. and it has got on the stable coins. It's a regular work for to help stable coins, all the crypto value that has a value to the American dollar. Now it's a bigger company like PayPal and Shopify that have started to use it for that it's more cost-effective and snabbar alternative than to make transactions with fiat-value.

23:34So it's like it's full action in crypto-sfäden. Yeah, but really. And the Genius Act It's a big milestone for stable coins. It's a little over all coins. And as you said, Ethereum has gone bananas. And here we want to tips on our sponsor Virtune. They have Virtune Staked Ethereum and also Virtune Crypto Altcoin Index. And when Ethereum goes as it has done, it's a little over in the other altcoins. So that can you span on Then they have also products on a row of other altcoins Alltså, those are all the other coins Crypto-kidder That you can span on also For it happens a lot here Genius Act is a little bit of a Regulatorial hurdle That you have come over now That will help you to get the crypto-kidder And even for example, my SPACs I think it will be a deal in Stablecoins now When it's clubbed Yeah, but exactly.

24:37And if you don't want to choose altcoins, then you can just write in Vertune Crypto Altcoin Index. And then you get up the end of 10 leds of altcoins. There is not Bitcoin in one room with. It's a lika viktig exposition. And so rebalances it every month, depending on which one has been most. Precis. And the product is notated on Nasdaq. And cryptos are notated on cold storage with Coinbase. So it's the highest chance of safety. And that's why we have them as sponsor So of course And another spaning I saw It's just that JP Morgan has launched His own token On base as it's called Coinbase And it's by the way on Ethereum And it's a little bit because Jamie Dimon Has been one of the Last standing Critics for crypto And bitcoin But now they're going to go He's a leader for JP Morgan as a brand.

25:37Yeah, but exactly. If you're interested, you're just going to write in Virtune and their products. You can write down all their products. You can write down on the Avanza, Nordnet, Saver, Montrose, with more. And if you want to learn more, you're just going to go to Virtune.com.

25:54Yeah, another play I have on the whole of this AI-HSA, it's Flat Capital. I talked about it before they did their new episode here. Now they chose to get out of the market so that a lot of people got extra cash on 16 kronor. I chose to buy them around 17 ,50-18 kronor. Now they have come up a little bit. But they have many of these hit companies. I saw that Figma is going to the market now. There are the ones that are going to buy. They are going to buy open AI. I don't want to buy them. They are super hype-based. so it feels like it could be the actual price of these new emissions-actions. The actual was up to about 28-30 spenn when it was total just before they announced their new emission.

26:43They also have a micro-post that is Lovable, which is in 1 million. The investering is not so much in kronor, but it feels like they took in the money on 18 billion here, nine months after they were founded. and their investment on 1 million must be up 5-30 times. So they'll probably be with this round. I don't know if it needs to be good or not. But it feels like an interesting exponering against this. And so you'll see on Sebes deal flow. But they have 600 million in cash now so it should come a release of what they should do with all these pennies. and it should also be some releases of the company I'm going to Perplexity and all of these the company it's like it's been a lot so they should have a pretty news flow yeah then we'll let the kassan work I'm not sure yeah it's really hope that they've been a little deal pipeline and then we had the operators I'm going to Tigo I've had a fantastic development if we haven't had dollar it's been a totally phenomenal.

27:55Every time the dollar goes up, you think you're going to hedge it and you're not really doing it. And then Donald Trump says that he's going to pay for Powell. And then you're going to crash the dollar. And then you're going to be bitter. And then you're going to look at Tigo and then you're going to be glad again. And here it's a sprut of outdelning. They're going to do 75 cents to. It feels like it's really like that you're going to have the actuals. It's like that many invests. And I think even many looked at Tele2. The one went very well on his report. He worked very well on the the French French French he knows exactly how you should do a trough operative but grind out the money so the money is up 38 % in a year and it's probably from where he bought it and then it goes to feta so he is a world's mestre in capital allocating Xavier and it feels like people start to prisa in this Tigo also they even tried a extra-ut-deling som ska komma nu i oktober.

28:51Som jag fattar rätt så ska de ju dela ut 75 cent till då. Plus att man får 1 ,25 dollar. Så man får 2 dollar i utdelning i oktober. Och aktien står i 41 dollar nu. Jag har lättat lite på min position men ligger fortfarande kvar som min största position som jag tog här runt 30 mellan 30 och 28 dollar när aktien var artificiellt pressad av den här avnoteringen i Stockholm. Och ja, It might be the best investment you could have ever seen when you look for five years ago what it was about if you were able to build Latin America's best operating but for me who made it as a event-driven case has become fantastic I'm standing there, I'm getting a little bit of a deal it feels like it's not overworked that you get so high direct-to-investing in a company that's open-heartedly that's so much cash flow so if you find something else that he goes in So you can take your back there.

29:52What have you done with other companies you have sold or sold? Or how have you been able to? I've taken a vinst in the sellout on the swing position. I'm in my long-suit position. I'm looking at increasing liquidity in a lot of companies I have gone well. And then I'm going to wait with a genius act That Nones back Ska do a deal With a stablecoin That's the next thing for crypto market And it can be The next thing Pocket of Tjurhusningar On the bus So I'm going to let a specs Where it looks like Nones can do it But annars so I'm trying to track sentiment. It feels like that July has been sentiment-styrd.

30:44It has not been so many new things that have been for the end of the market that now is a new ball game. It feels like it's a a-spart-petter-spel. Alla hasar up it's really interesting how long it is. I follow a headphone-kill, David Orr who is a poker player who feels good on sentiment. He talks about that he's a hour or a day from calling the top. It feels like, should all smart people start now? It's often a longer period than what all smart people think. It's like, you know, all the people are going to go in before it's going to go down. Or get a rekyl here. Yeah, so is it. I thought about it.

31:25All the difference is that all have 2021 färskt in mind. And then it's absolutely sjuky than what it is now. But it's not that you forget that it was a such thing. I don't know if we will see again We talked about that The US has been pumping a trillion dollars After a pandemic That the rentals were zero And the kran was full of open Rakt in the economy From a state of the world With the stimulants There we are not today I tipsed you for the week On Beautiful Bill That the drinks will come in It has not even started yet Now we are checking out Now it's just to go out and go out. Yes, absolutely.

32:08The skatt on Drixen was not yet to go for a long time. It has not always been so that you have paid off on Drixen in the USA. It's actually a pretty new experience. So it's not... I don't know if it will give so big effect. And especially if it's not that you don't need to pay off on it, absolutely. It's not a bad stimulant as covid-pengars were. It's what I mean. We'll see when you see the check-up. Covid-pengars were... People just got paid in on bankkontot in the USA. I have a couple who lived in the USA but had been able to fly back under covid but still got in 6 000 dollars on their bankkonto they had in the USA.

32:56There was no control. It just stopped their money. And all the people were able to get home. All the people were on Robinhood and they were going to go to it. I am not sure, or I am not sure, that we will not get to the future again. So if you wait for a stop, I will not call a top or be careful before we are there, in a such market again, then you will wait for a long time. I don't think we will get a such again. For it was like, it was so many outliers which made us a so that I don't see today. Today is the price of much higher. So I don't know if it's a lot of time to buy bananas that someone has been able to buy for a million dollars.

33:41I don't think we're back to it. It's a shame that it's what NFTs are. I think it's a sentiment. I think that the new year to July and the macro data Besant said in the first year on CNBC He said that the date of 1 July It's not so important for us That it's a deal It's important to get a good deal It means that It's not a taco It's not a taco It's that USA will get a good deal It's a America first So we'll see But I think It's a little like It's a August Augusti, som tidig augusti kan vara, när alla hedge fund-förvaltarna är på semester, eller alla förvaltare är på semester och retail får göra vad de vill.