Rasmus Jacobsson
@redeyeralle.bsky.social
Analyst at Redeye, covering crypto and deep technologies
Holy Moly! InfraCom's BRE2 investment will be worth 64x InfraCom's market cap per Carnegie.
August 19, 2025 at 7:19 AM
Holy Moly! InfraCom's BRE2 investment will be worth 64x InfraCom's market cap per Carnegie.
Don’t know if this is the bull or bear case for $AVT.b. Wizz air pays ~EUR0.45m for the services.
August 8, 2025 at 4:51 PM
Don’t know if this is the bull or bear case for $AVT.b. Wizz air pays ~EUR0.45m for the services.
$VALUNO - seems like a potential negative surprise?
July 2, 2025 at 10:25 AM
$VALUNO - seems like a potential negative surprise?
Happy to see our prediction being proven. $INFRA
July 1, 2025 at 3:27 PM
Happy to see our prediction being proven. $INFRA
Just what you want to see from the leadership team after Enea's share got hammered on yesterday's report. The insider buys support our take that 2025 looks better than Q1. www.redeye.se/research/109...
April 25, 2025 at 10:34 AM
Just what you want to see from the leadership team after Enea's share got hammered on yesterday's report. The insider buys support our take that 2025 looks better than Q1. www.redeye.se/research/109...
Redeye's Q1 2025 preview for CoinShares is out now! In it, we share some interesting data points on the competitive landscape and valuations. www.redeye.se/research/1095156/coinshares-q1-2025-preview-oversold-on-price-action #finanstwitter
CoinShares Q1 2025 Preview: Oversold on price action
Redeye has revised its estimates for CoinShares in anticipation of its Q1 2025 report, scheduled for 13 May 2025. Due to adverse price movements during the quarter, Redeye has lowered its assumptions
www.redeye.se
April 15, 2025 at 6:26 AM
Redeye's Q1 2025 preview for CoinShares is out now! In it, we share some interesting data points on the competitive landscape and valuations. www.redeye.se/research/1095156/coinshares-q1-2025-preview-oversold-on-price-action #finanstwitter
Some candy for CoinShares stakeholders tomorrow $CS #finanstwitter
April 14, 2025 at 3:31 PM
Some candy for CoinShares stakeholders tomorrow $CS #finanstwitter
Redeyes latest scoop. We think Valeo latest OEM win will benefit Gapwaves above and beyond the existing agreement which is contracted for a different OEM. Thus, we think sales to Valeo could double or more if confirmed. www.redeye.se/research/109... #finanstwotter
Gapwaves: Possible major win through Valeo
Volkswagen Group is working with Valeo and Mobileye to upgrade the advanced driver assistance systems up to Level 2+ ("enhanced partially automated driving") in its upcoming vehicle portfolio based o
www.redeye.se
March 26, 2025 at 7:34 AM
Redeyes latest scoop. We think Valeo latest OEM win will benefit Gapwaves above and beyond the existing agreement which is contracted for a different OEM. Thus, we think sales to Valeo could double or more if confirmed. www.redeye.se/research/109... #finanstwotter
CoinShares has been Selected for BoursoBank’s Landmark Crypto ETP Launch. BoursoBank is owned by Société Générale and is the leading Neobank with 7.2 million customers. CoinShares is one of the two providers selected. It should contribute to inflows in the Physical product.
#finanstwitter
#finanstwitter
March 25, 2025 at 8:39 AM
CoinShares has been Selected for BoursoBank’s Landmark Crypto ETP Launch. BoursoBank is owned by Société Générale and is the leading Neobank with 7.2 million customers. CoinShares is one of the two providers selected. It should contribute to inflows in the Physical product.
#finanstwitter
#finanstwitter
Redeye’s latest scoop is that Infracom has acquired Koneo’s bankruptcy estate. InfraCom has a long and successful history of acquiring bankruptcy estates, so we are pleased to see it continue on that road. Read more here.
www.redeye.se/research/109...
www.redeye.se/research/109...
InfraCom: Acquire Koneo’s bankruptcy estate
Redeye has found that InfraCom has purchased the bankruptcy estate of Koneo, a IT Service company with about 500 business customers. According to Helagotland, InfraCom will retain seven of the nine e
www.redeye.se
March 24, 2025 at 9:27 AM
Redeye’s latest scoop is that Infracom has acquired Koneo’s bankruptcy estate. InfraCom has a long and successful history of acquiring bankruptcy estates, so we are pleased to see it continue on that road. Read more here.
www.redeye.se/research/109...
www.redeye.se/research/109...
Reposted by Rasmus Jacobsson
1/ The Swedish serial acquirer model has gone global—almost like a religion with strict commandments. Decentralized management, high margins, and relentless acquisitions are seen as the keys to success.
Too many copycats follow the rules without truly understanding the foundation.
Too many copycats follow the rules without truly understanding the foundation.
March 18, 2025 at 1:23 PM
1/ The Swedish serial acquirer model has gone global—almost like a religion with strict commandments. Decentralized management, high margins, and relentless acquisitions are seen as the keys to success.
Too many copycats follow the rules without truly understanding the foundation.
Too many copycats follow the rules without truly understanding the foundation.
Reposted by Rasmus Jacobsson
Riktigt bra event från Redeye med serieförvärvare från hela Norden, Tyskland, Schweiz och Japan (!)
March 17, 2025 at 8:24 PM
Riktigt bra event från Redeye med serieförvärvare från hela Norden, Tyskland, Schweiz och Japan (!)
I guess the management team saw Redeye's SaaS report and Avtech's R40 ranking.
March 18, 2025 at 8:29 AM
I guess the management team saw Redeye's SaaS report and Avtech's R40 ranking.
Nice insider transaction in Avtech today
March 17, 2025 at 6:06 PM
Nice insider transaction in Avtech today
Redeye published its SaaS report this morning. It's behind a paywall, but for those considering getting a premium, here are two interesting charts you’ll find in the report. Besides interesting charts, the report features M&A deals and a discussion on AI Agent risk for SaaS companies. 1/2
March 17, 2025 at 11:07 AM
Redeye published its SaaS report this morning. It's behind a paywall, but for those considering getting a premium, here are two interesting charts you’ll find in the report. Besides interesting charts, the report features M&A deals and a discussion on AI Agent risk for SaaS companies. 1/2
Glöm inte Avtech som många verkar missat innan Microcap rapporten släpptes!
Vi har ett fåtal platser kvar till vårt event den 26:e mars. Skicka ett mail till microcap@redeye.se för deltagande.
Praktiska detaljer: Mäster Samuelsgatan 42, våning 10. 08:30-12:15. Lunch ingår.
Medverkande bolag inkluderar Tradedoubler, Adtraction, Vertiseit, Avtech och många fler. Häng på!
Praktiska detaljer: Mäster Samuelsgatan 42, våning 10. 08:30-12:15. Lunch ingår.
Medverkande bolag inkluderar Tradedoubler, Adtraction, Vertiseit, Avtech och många fler. Häng på!
March 15, 2025 at 1:13 PM
Glöm inte Avtech som många verkar missat innan Microcap rapporten släpptes!
Some companies stand out more than others 👀
Redeyes Quality Microcap-rapport för det fjärde kvartalet publicerades tidigt imorse.
Den innehåller kommentarer på 20+ bolag, en intervju med @89olle.bsky.social och en sammanfattning av Hubert Jolys bok, The Heart of Business.
Rapporten går att läsa nedan:
www.redeye.se/research/108...
Den innehåller kommentarer på 20+ bolag, en intervju med @89olle.bsky.social och en sammanfattning av Hubert Jolys bok, The Heart of Business.
Rapporten går att läsa nedan:
www.redeye.se/research/108...
March 10, 2025 at 10:17 AM
Some companies stand out more than others 👀
Read Redeye's take on Safello venturing into ETPs! www.redeye.se/research/108...
Safello: Strategic move towards revenue diversification
Safello has announced it intends to launch of exchange-traded products (ETPs), a pivotal step to diversify its revenue streams. This follows the company’s Q4 2024 report, highlighting plans to develo
www.redeye.se
March 7, 2025 at 3:04 PM
Read Redeye's take on Safello venturing into ETPs! www.redeye.se/research/108...
Reposted by Rasmus Jacobsson
Nästa upplaga av Redeyes Microcaprapport är schemalagd för publicering den 10:e mars.
Vi utlovar 97+ sidor om spännande småbolag, kommentarer på 21 bolag, och 14 sidor intervju med en av de mest välkända profilerna på #finanstwitter.
Följ temat på länken nedan:
www.redeye.se/themes/quali...
Vi utlovar 97+ sidor om spännande småbolag, kommentarer på 21 bolag, och 14 sidor intervju med en av de mest välkända profilerna på #finanstwitter.
Följ temat på länken nedan:
www.redeye.se/themes/quali...
March 7, 2025 at 10:20 AM
Nästa upplaga av Redeyes Microcaprapport är schemalagd för publicering den 10:e mars.
Vi utlovar 97+ sidor om spännande småbolag, kommentarer på 21 bolag, och 14 sidor intervju med en av de mest välkända profilerna på #finanstwitter.
Följ temat på länken nedan:
www.redeye.se/themes/quali...
Vi utlovar 97+ sidor om spännande småbolag, kommentarer på 21 bolag, och 14 sidor intervju med en av de mest välkända profilerna på #finanstwitter.
Följ temat på länken nedan:
www.redeye.se/themes/quali...