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. Found my basic investing style in 2021, going for a more concentrated deep-value approach in 2025. NOTE: I have moved to Substack (https://aktieblogg.substack.com/)

Visar inlägg med etikett Argent. Visa alla inlägg
Visar inlägg med etikett Argent. Visa alla inlägg
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...
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onsdag 11 januari 2023

Resultat 2022

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  För 2022 gick portföljen -6 procent , mätt i SEK. Jag är nöjd med en så pass stabil utveckling, även om en hel del av det positiva resulta...
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