EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Lifco (LIFCOB SS) Sweden

Industrials

Smart Insider

Karl Redin (Subsidiary CEO) purchased 26,350 shares at SEK 381, spending €920k. This is his eighth purchase and over 10x what he has spent on prior buys; the most recent was in Jul at SEK 367. The purchase occurred on the same day as the stock rose sharply after reporting Q3 earnings. This is an unusual buy, into unusual strength. Martin Linder (Subsidiary Head) also recently purchased shares spending €190k - a large purchase for him. Smart Insider has had a positive rank on this stock since early last year, based on buying from Per Waldemarson (CEO), Anna Hallberg (Director) and Martin Linder (Senior Officer). The stock has moved higher and insider buying has continued. Waldemarson made his most significant purchase in Jul, spending €1.3m and then spent an additional €300k in Sep. This is now the fourth time Smart Insider has renewed their +1 rank since Apr 24.

Edition: 223

- 31 October, 2025


Lifco (LIFCOB SS) Sweden

Industrials

Smart Insider

Per Waldemarson (CEO since 2019, joined 2009) has made another purchase, spending €532k on August 2nd at SEK 307.30 and increasing his holdings by 3% to 758,500 shares. He has developed an excellent record when it comes to acquiring stock, based on 12 prior purchases, and qualifies as a "Smart Buyer". Smart Insider ranked the stock +1 on April 25th based primarily on a €444k purchase from him at SEK 258. The stock is up ~20% since that upgrade and it is interesting to see another large purchase from him.

Edition: 192

- 09 August, 2024