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All posts tagged: investment

Became the world’s richest — there’s a problem

September 12, 2025

This analysis was first published in SvD Näringsliv, in Swedish, on September 12th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Grand promises about the future just made Oracle founder Larry Ellison the world’s richest man. But the deal that sent the stock soaring is far from certain. A strange thing happened with cloud company Oracle this week. The figures in the quarterly report were worse […]

Mix builds green companies — others pay

July 5, 2025

by Björn Jeffery

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on July 5th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. With projects like Northvolt and Stegra, Harald Mix and his company Vargas have come under fire. The reason is a new kind of venture capital model — where the public’s contribution is high, but Vargas’s own is low. With companies like EQT and Nordic Capital, […]

Time for Stenbeck to demand accountability

May 14, 2025

by Björn Jeffery

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on May 14th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. With a Stenbeck at the helm, Kinnevik’s shareholders have reason to hope for significant change. But her to-do list for turning the company around is worryingly long. Ambitions, an anonymous portfolio, and a large pot of money. That is the starting point for a scaled-back […]

Relief — but the threat from China remains

February 27, 2025

by Björn Jeffery

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on February 27th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Nvidia’s strong results show that AI investment continues to grow. But the pressure mounts with each quarter, while concern over China’s DeepSeek lingers. And the key question remains. This was probably not how Jensen Huang, Nvidia’s CEO, had envisioned his career. In 1993 he founded […]

Taking extreme risks in the hunt for the next success

December 25, 2024

by Björn Jeffery

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on December 25th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. He has been right on companies like Alibaba, Uber — and Klarna. Masayoshi Son is the legendary investor who plays for extremely high stakes, and sometimes loses everything. But who always comes back to find the next success. It is an investor’s dream. Identify a […]

The market has doubts — alarm over ‘bubble land’

August 17, 2024

by Björn Jeffery

SvD Näringsliv

The AI boom: doubt has arrived for the first time Published in Svenska Dagbladet, 2024-08-17. Translated from Swedish. After this spring’s stock market surge among tech companies, markets have started to doubt. Will AI deliver the economic explosion investors hoped for? Several influential voices are now expressing scepticism for the first time. “I think it is insane.” Barton Briggs, strategist at investment bank Morgan Stanley, was speaking about Cisco in April 2000. The networking giant […]

Sweden hopelessly behind in the global AI race

April 15, 2024

by Björn Jeffery

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on April 15th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Countries and regions are racing to stake their position in the explosive AI development. But when it comes to infrastructure, Sweden appears to have already given up. It looks like a circuit board in a desert — at least when you view the satellite images. […]

Jan Stenbeck’s legacy is being dismantled

February 26, 2024

by Björn Jeffery

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on February 26th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Kinnevik is selling Tele2 for 13 billion kronor, but the investment company’s transformation sits uneasily with its history. The risks of the chosen path are enormous. Will the owners dare to continue? Sharp pivots and high risk. These have been among Kinnevik’s hallmarks since the […]

Two things stand out about the Viaplay crisis

December 1, 2023

by Björn Jeffery

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on December 1st, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Small investors are being wiped out as major shareholders step in to rescue Viaplay with new money. And one recently arrived owner is conspicuously absent from the new shareholder list: Norwegian media group Schibsted. More than six hours after the deadline, Viaplay’s latest quarterly report […]