Gustavs aktieblogg

A Swedish private, global, deep-value investor. My focus is small family companies with low valuations, competitive advantages, and no debt. I look all over the world but only invest in democracies. I own companies from South Africa, Indonesia, the Philippines, Singapore and Greece, mostly unknown market leaders. Found my basic investing style in 2021, going for a more concentrated deep-value approach in 2025. I regularly write on Twitter (@aktieblogg)

tisdag 9 december 2025

Deep dive: Argent Industrial

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This is the current portfolio. The most recent change is that I have sold Century Pacific. It's a very good company, but it somewhat lac...
2 kommentarer:
lördag 6 september 2025

Concentration, risks and portfolio sizing

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First, a small portfolio update. Until Q2 the portfolio is -9 percent, and YTD it is -9,5 percent, both measured in SEK. Currency movements,...
12 kommentarer:
fredag 30 maj 2025

Portfolio changes

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I have been more active than usual this year, so it's time to provide an update on my portfolio and share some thoughts on the changes. ...
söndag 6 april 2025

Q1 2025: AI - a gamechanger for exotic investing?

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As you can imagine, the quarter was not great. I am down 11 percent in SEK for Q1 2025. The only change in the portfolio is an increase in ...
fredag 3 januari 2025

Q4 2024: Results, three M's and demographics

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Results for 2024 The portfolio had a great year. The performance was +39.9%, which is explained by a combination of growth and revaluation a...
8 kommentarer:
lördag 26 oktober 2024

Q3 2024: Assuming the worst?

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This update has been slightly delayed due to personal reasons. I've had some health issues, but I'm significantly better now. With t...
7 kommentarer:
söndag 4 augusti 2024

Q2 2024 and how to value stocks?

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Note! This post is written in Swedish. For a simple and decent translation, use translate to the upper right, or right-click. Feel free to c...
fredag 29 mars 2024

Q1 2024 - on the right track?

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Note! This post is written in Swedish. For a simple and decent translation, use translate to the upper right, or right-click. Feel free to c...
16 kommentarer:
söndag 31 december 2023

2023 review and thoughts about the future

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Note! This post is written in swedish. For a simple and decent translation, use translate to the upper right, or right-click and choose your...
8 kommentarer:
lördag 16 december 2023

Book review: Quality First Investing

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As you might notice. I am writing this post in english, and that also applies future posts. It's not my natural language, so the linguis...
8 kommentarer:
lördag 7 oktober 2023

Portföljuppdatering höst 2023

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  Idag är det dags för en portföljuppdatering. Portföljen består av 14 bolag, de flesta icke-cykliska och många finns, kanske lite otippat, ...
8 kommentarer:
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