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With a delay of some calendar days towards the unique 2023 12 months finish goal, I’m very pleased to conclude the “All Norwegian Shares” sequence with the ultimate “Prime 20” Watchlist.
General, I used to be in some way slightly bit underwhelmed by the Norwegian inventory market, a minimum of it doesn’t supply that a lot of what I’m excited about.
From the 270+ shares, there’s a giant share of what I’d name “listed early stage VC firms” which have been IPOed within the final 3 years. These firms have usually little gross sales and little money left however excessive losses. When you choose the best one, one may make a bundle, however most of them will disappear into chapter 11 ultimately. This isn’t my recreation. Then there are one thing like 40 completely different Sparebanken, many Delivery firms and Fish farmers which have enterprise fashions the place I’m not 100% snug both.
I nonetheless managed to gather 20 shares that I discover price watching going ahead, In distinction to as an example the “All Swiss” sequence I didn’t discover any firm that I felt the urge to instantly make investments into (moreover my portfolio holding Bouvet).
Ultimate Prime 20 Watch record
With out additional intro, listed below are the 20 shares that I made a decision are price watching going ahead (on prime of my portfolio holding Bouvet ASA):
When you ask me what the scientific foundation behind the choice is, I don’t have reply. The ultimate sele ction was a really subjective stroll by means of.With “Deep Worth Driller” I really chosen a inventory that I initially placed on “cross”.
So what’s subsequent ?
As I’ve teasered a possible new taregt nation a few time, once more with little Intro my subsequent goal: Belgium.
Why Belgium ? The reason being easy: Over the previous 13 years, I lined numerous Belgian firms and I used to be at all times shocked, how such a small, unspectacular nation can create so many attention-grabbing firms. There are numerous firms that I wished to have a look at anyway or once more, so Belgium it will likely be. Through the three related segments (Euronext, Development, professional makret) Belgium has round 215 firms, which I feel is a sensible goal to complete in 2024. For the “Professional Market” nonetheless, there appears little info out there, so let’s see ho that can work.
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