Our investments
Crayon is Headquartered in Oslo, Norway, with about 4.000 employees in 46 countries, they are a value added reseller of vendor licenses from companies such as Microsoft, as well as a IT consulting firm.
What is the “right” price and what should we hope for- 16.09.24
Very strong Q2- Target prive 242 - 30.08.24
Q2 preview - Target price 242! (196)- 05.07.24
Hvaler Invest Q4 Preview on Crayon- “Ready for take off”- 06.02.24
Hvaler Invest presentation and Q & A with Arctic Securites analyst Kristan Spetalen 29.11.23.
Hvaler Invest presentation and Q & A with Sparebank1 Markets Analyst Petter Kongslie 02.10.23
Protector Forsikring is a Nordic based P&C Insurance Company with 40% of its revenue from UK, now entering France. Sverre Bjerkeli was co-founder of the company in 2004 and worked as CEO in 15 years until he left in 2021. Read Sverre and David’s top quality analysis :) on PROT by pressing the links bellow and you will learn more about this profitable growth compounder.
B3 Consulting group is a Swedish consultant company in the IT sector with a strong growth story and a fast growing company in Poland. Sverre Bjerkeli is the chairman of B3 Consulting Group. After a silent period for more than a year we will soon be back with an short analysis on the company.
WEBSTEP
Webstep is a Norwegian consultant company in the IT sector in Norway. Read more about WSTEP here. David Bjerkeli is a board member in Webstep. After a silent period for more than a year we will soon be back with an short analysis on the company.
LINK Mobility
LINK Mobility is one of Europe's leading providers of mobile communications and Communications Platform as a Service (CPaaS) solutions, based on volume of messages, customer engagement serving corporate customers, SMEs and public sector customers.
Other Investments
At the moment we have smaller positions in companies in on our prospect list. They are typically companies suggested by people we know to be very competent value investors.