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Company Updates

Q1 Earnings Update - Part II
Profits, pipelines, and a post-mortem
 • Sebastian Krog
Q1 Earnings Updates - Part I
Updates on ACNT, CPH.TO and many more
 • Sebastian Krog
Q4 2025 Earnings Preview: What to Watch
What to expect from the upcoming earnings season for the eleven profiled companies
 • Sebastian Krog
A $622M Divestiture, a Venezuelan License, and Three Earnings Updates
Five portfolio names. Both January theses played out. Here's what comes next.
 • Sebastian Krog
Q3 Earnings Season Commentary with Maj Soueidan
A recording from Sebastian's live video
 • Sebastian Krog and Maj Soueidan
1:30:29
Q3 2025 Earnings Preview: What to Watch
What to expect from the upcoming earnings season for the eleven profiled companies
 • Sebastian Krog
A conversation with Erik Wiik — CEO of Koil Energy (KLNG)
How Koil wins subsea work in Houston and plans to expand into Brazil.
 • Sebastian Krog
55:51
Q2 Earnings Commentary with Maj Soueidan
A recording from Sebastian's live video
 • Sebastian Krog and Maj Soueidan
1:35:06
Earnings Update: August 2025 (Part 2)
My take on the Q2 earnings from the profiled companies
 • Sebastian Krog
Earnings Update: August 2025 (Part 1)
My take on the Q2 earnings from the profiled companies
 • Sebastian Krog
Finseta plc (FIN.L) — Masked Profitability Presents a Buying Opportunity
An old write-up revisited and updated
 • Sebastian Krog
Q1 Earnings commentary with Maj Soueidan
A recording from Sebastian's live video
 • Sebastian Krog and Maj Soueidan
1:13:59
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