Our investments
LINK Mobility
LINK Mobility, founded in 2001, is one of Europe’s leading providers of mobile communications and Communications Platform as a Service (CPaaS) solutions. The company serves approximately 59,000 customers worldwide and delivers high-volume messaging and customer engagement services across industries. With more than 650 employees in 18 countries, LINK Mobility combines local presence with global reach. The company was taken private in 2018 and successfully re-listed on the stock exchange in 2020.
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.
SoftwareOne target price 11,1 CHF
SoftwareOne is a global provider of software and cloud technology solutions, headquartered in Stans, Switzerland. The company helps organizations optimize and manage their software and cloud investments across the entire lifecycle—from licensing and procurement to migration, modernization, and ongoing operations. With over 9,000 employees in about 60 countries, SoftwareOne serves more than 65,000 business customers worldwide. Its proprietary PyraCloud platform provides data-driven insights to maximize value and efficiency in IT environments.
Morrow Bank target price 19,2 NOK
Morrow Bank is a Scandinavian consumer credit bank that scores very well on all KPIs. They have a market-leading cost-to-income (C/I) ratio of 26%, demonstrate prudent growth, and maintain solid credit control. Following a recent portfolio acquisition in Q3 2024, profitable growth is currently underway. An application for a banking license in Sweden (moving from Norway) has been submitted to the authorities, with expected feedback in Q2. A favorable response would provide further upside for the share, but the risk-reward remains highly attractive even without a Swedish license.
B3 Consulting Group
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.
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.
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.