The criticism is right — but Stenbeck is pointing at the wrong target
Cristina Stenbeck sharply criticized Kinnevik's strategy at the company's own AGM — but the critique should reasonably have been self-criticism.
All posts tagged: investment
A collapse in confidence — and it could get worse
This analysis was first published in SvD Näringsliv, in Swedish, on March 16th, 2026. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Kinnevik’s CEO is dismissed on the spot, a short-seller report sends the share price tumbling — and a newly installed board member is to conduct an “impartial evaluation” of the business. The crisis at the venerable investment company continues. But why did it become acute […]
The gap reveals the stock market’s secret
This analysis was first published in SvD Näringsliv, in Swedish, on March 5th, 2026. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. How are tech companies really performing on the stock market? SvD’s review shows that someone who invested 100,000 kronor a year ago could today have 91,000 kronor more — or less. And it all comes down to a single question. The Magnificent 7 is the […]
Small investors were going to get rich — what happened?
This analysis was first published in SvD Näringsliv, in Swedish, on December 22nd, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Over five years, more than 40 percent of the value in Tin Fonder Ny Teknik has disappeared. In the past year alone, over 2.5 billion kronor has flowed out of the heavily criticised fund. It was supposed to ride the Swedish tech miracle — and […]
A Big Short moment for AI?
This analysis was first published in SvD Näringsliv, in Swedish, on December 20th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Hundreds of billions have been made by those who bet on Oracle as a winner in the AI race. Now the opposite is growing — investors who see a chance for profit if the tech company can no longer service its loans. Some are warning […]
The CEO stands alone — now she must act
This analysis was first published in SvD Näringsliv, in Swedish, on November 21st, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. The most anticipated CEO departure on the Swedish stock market has begun. With Georgi Ganev leaving Kinnevik, the company is left with a large cash pile, a questionable portfolio, and a long list of question marks. Now Cristina Stenbeck must show her hand. The warning […]
Here’s the case for AI not being a bubble
This analysis was first published in SvD Näringsliv, in Swedish, on November 12th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Tech giants are expected to burn through 4,600 billion kronor on chips and data centres next year. Many are warning of a new bubble. But what if it’s actually too little? The numbers quickly become dizzying — difficult to read and difficult to comprehend. 26,500,000,000,000 […]
The number is alarming — the crisis could start here
This analysis was first published in SvD Näringsliv, in Swedish, on October 20th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. The AI boom has made data centres the world economy’s new growth engine. Many are now worried that diminishing interest could lead to economic crisis. A long, narrow grey building sits along Malmövägen, just before you drive into Staffanstorp. To the untrained eye it could […]
Nvidia’s creative scheme has a whiff of dot-com
This analysis was first published in SvD Näringsliv, in Swedish, on September 23rd, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. The world’s highest valued listed company — Nvidia — has an unusual problem. Its biggest customers are buying too much. But the company’s solution is making alarm bells ring. When Jensen Huang meets his shareholders, it is hard to imagine anything other than nothing but […]
The artist’s AI career — a worrying sign
This analysis was first published in SvD Näringsliv, in Swedish, on September 15th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. The AI trend is stronger than ever and is pulling the entire American stock market toward new heights. But more and more signals suggest that the top may be near. “We didn’t see it coming.” The familiar explanation, heard all too often when something unexpected […]