You see portfolios with NVIDIA, AMD, Palantir, Coca Cola, Allianz etc. often enough here. Is there anyone who is particularly active in the small-cap sector and interested in networking? Perhaps someone has a few nice, undiscovered treasures in their portfolio?
Sweden in particular seems to have a lot of interesting companies (apart from some strange stocks, of course).
$TDVOX (-0,59%) For example: (largest position by now) serves a special niche of assistance communication for people with limited mobility (ALS e.g.) or autism. Tablets with eye control like Stephen Hawking's are certainly still on most people's minds. The market for this is largely untapped because many people, but above all prescribers and doctors, know nothing about it. According to the company, it currently only covers around 2% of the market. The target figures are growth of 20% p.a. (which has always been exceeded in recent years) and a 15% net margin (they are crawling closer every year). There is practically no competition; the company is the clear market leader.
Especially in the DACH region, I often only read about the same DAX stocks or hype names or speculative bullshit coins. Is there a community here with exciting exotics? I would love to read your ideas! :)
