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RaySearch AB: From planning tool to oncology software platform
RaySearch is evolving beyond treatment planning into a broader, workflow-critical software platform. If that continues, the upside should come from both…
Apr 2
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March 2026
Fjord Alpha Signal: Weekly Digest #02
Week of 30 March 2026: Consumer stocks are getting hammered, FinTwit observations, and the Q1 prints that soon will come knocking.
Mar 30
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Fjord Alpha Signal: Weekly Digest #01
A few observations from the week and macro mood, four names where something actually changed, and one question the market hasn't fully answered yet.
Mar 24
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Fjord Alpha
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GN Store Nord: Divesting Hearing
The sale of Hearing changes the case. GN is no longer a misunderstood MedTech company with a temporary cyclical problem, it is an exposed peripherals…
Mar 21
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Q4-25 Ovzon: The cash engine ignites
Q4 2025 earnings handsomely beat expectations - how recent contracts, lower debt and strong global trends have made this investment much safer.
Mar 12
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Ørsted Q4-25: The recapitalization is complete. Now, execution.
Accounting noise fades as the 8.1 GW pipeline advances. The thesis now hinges on flawless delivery, not restructuring headlines.
Mar 6
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February 2026
GN Store Nord Q4-25: Steady as she goes
On report day, the market wiped 15% off the stock over short-term guidance fears. But are investors ignoring the underlying cash engine? Here is the…
Feb 23
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Fjord Alpha
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Carasent Q4-25: Why I am buying the fear
The market believes AI will kill SaaS, but Carasent just delivered a Q4-25 that proves the fear is dead wrong. Carasent provides asymmetric upside…
Feb 17
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Vitec Q4-25: The compounder strikes back
The boring compounder just woke up, delivering a report that sent the stock soaring 15%. In this deep dive, I look past the headlines to explain why the…
Feb 12
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The Next Phase: Why I am "Going Paid"
To take my deep-dive analysis to the next level, I am launching a paid tier. I wanted to share the game plan and a special 'Charter Member' offer to…
Feb 6
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Hexatronic Q4-2025: The Fallen Angel has stopped falling
Q4 confirms that the bottom is in. While headline sales were flat, the underlying engine grew 10% organically, powered by a 62% surge in Data Centers…
Feb 6
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Evolution Q4-25: A floor, not a victory lap
The Q4 report confirms that the bleeding has stopped, but we aren't fully in the clear yet. While Asia has stabilized and the US engine is showing…
Feb 5
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Fjord Alpha
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