3Sem.·

Hits & Misses

I'm on vacation again—this time in Helsinki—and, of course, I'm keeping an eye out for the companies I come across. One that really stood out was $ABBN (+0,95 %) . The factory buildings look a bit like Autoteile Unger. Hard to believe that these are—or will be—the AI robotics winners of the coming years. But it doesn’t have to look pretty; all that matters is the money being made. Congratulations to whoever got in early here.

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$JNJ (+1,46 %) A classic

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$RMD (+2,57 %) also worth considering

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Not so great so far: Nordic Semi and $SHL (+0,94 %)

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edit: of course, I $CELH forgot that one.

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