stoevo
SVN Capital Fund’s letter for the year ended December 31, 2021, discussing their new position in Dino Polska SA (WSE:DNP) and a short attack on Evolution AB (STO:EVO). Q3 2021 hedge fund letters, conferences and more Dear Partner, SVN Capital Fund’s portfolio returned +23.60% gross and +21.09% net of all fees (subject to audit) for the year 2021. Your return will be different depending upon when you invested. In the following pages, I will walk you through changes to the portfolio (which are not significant), the portfolio composition and description of high-quality businesses, a short attack ...
ValueWalk
My preference for high-quality businesses that can grow their intrinsic value at high rates over a long-time horizon has led me to Sweden recently. One of the companies that I had been tracking for a while was NetEnt AB, a Swedish online gaming company with a big share of online slots in the US. In the middle of 2021, as the pandemic was raging, the company announced that it would be acquired by its Swedish competitor, Evolution*. My interest in Evolution Gaming Group (STO:EVO) (OTCMKTS:EVVTY) was piqued. Thanks to my friend Johannes Arnold, who is a long-term owner of the stock for Nordstern ...
ValueWalk
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