Just added a small position in $CLAV (+0 %) Clavister Holdings - a Swedish cybersecurity company.
Why I invested:
- Recent major defense contracts (53 MSEK with BAE Systems + 8 MSEK naval contract)
- Expanding from land-based to naval cybersecurity - growing market with less competition
- 25+ years experience serving customers in 150+ countries
- AI-powered solutions gaining traction in military applications
I'm diversifying into Nordic companies because I believe these northern European markets will be more resilient during volatile times. Strong innovation culture combined with economic stability.
Quick question: Do you know any other promising Nordic companies worth checking out? Always looking for hidden gems in Scandinavia!
#NordicTech #Cybersecurity #Diversification