One of our exceptions

In January 2025, when 1 US dollar costed more than 11 SEK, we chose to buy a Swedish stock that we thought had growth potential, namely Investor AB - Class B. We didn't manage to sell our holding in Investor at the absolute peak, but we were close enough. In early May, we sold our entire holding and made a good profit.

Buying growth companies is definitely not our strategy, but something we do when, for example, factors such as the exchange rate make a potentially good acquisition bad and at the same time we see a buying opportunity in a company that we consider ourselves to have sufficient knowledge about.

It is very likely that we will invest most of the sales proceeds in Alexandria Real Estate Equities, Inc. (ARE) tonight when the stock market opens.

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