Sitemap - 2025 - Fjord Alpha
GN Store Nord: Thesis and mispricing intact
Hexatronic: Fallen Angel offers asymmetric opportunity
Embracer: The great unbundling
Evolution: The US engine roars
Pexip: From video bridge to fortress
Embracer Q2'25: The fire is out, engine needs to start
Ørsted Q3'25: It is windy - but now a buy!
Evolution AB: Updated five-year outlook
Evolution Q3-25: Finding the green shoots in a disappointing report
Vitec Software Q3-25: A mixed bag, but investment thesis remains
Carasent Q3-25: The Inflection Point
Pandora A/S: After the Phoenix, is it a BUY? (Part 2 of 2)
Pandora A/S: A Nordic phoenix (Part 1 of 2)
Ørsted: Reset, recapitalized, repriced
Evolution: An American fortress
Embracer: Catalysts have started to stir
Embracer: Forged in fire, awaiting a new fellowship
ChemoMetec: The Danish tollbooth for the cell therapy revolution
GN Store Nord: Finding signal in the noise
Evolution AB's Asian headwinds
Three Swedish compounders: What is the verdict?
Vitec Software: A Swedish Constellation Software
Evolution AB: The Price of Dominance
Carasent: From messy roll-up to world-class compounder
Welcome to Fjord Alpha: The Hunt for 20%+ Yearly Compounders