Avsnitt 192 - Intervju Stefan Roos, Origo Capital (20181211)

Veckans avsnitt gästas av Stefan Roos, förvaltare av Origo Quest och partner på Origo Capital. Roos har arbetat som förvaltare i drygt 30 år och berättar om hur fondindustrin och marknaden för hedgefonder har utvecklats, samt hur hans egen fond investerar. Många aktiecase tas upp. Varför har man valt att ha en kortposition i XXL under lång tid? Kommer Qliro-delen Nelly att säljas? Vi diskuterar även Cherry som är fondens största innehav. Kommer Cherry gynnas av förändringarna på den svenska spelmarknaden? Samtidigt anses två andra bolag i bettingsektorn vara bra kortcase. Avslutningsvis kommenterar Roos börsens utsikter inför 2019. Kommer det att bli ett bra börsår?

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