<div id="readability-page-1" class="page"><div>Day trader and stock market personality John Skogman has placed bets on outdoor companies ahead of earnings season, as well as on riskier investments like SBB's D share. This is revealed in an interview with Dagens industri. Given that the fourth and first quarters are somewhat &#34;weather quarters&#34; in Sweden, Skogman is putting his faith primarily in New Wave, Revolution Race, and Wesport, with the latter two representing his largest stakes. “The stock has dropped, expectations are low, and we're right in the middle of the winter season. That points to a good Q4 and Q1. That's my big bet,” he says. He also mentions holding a “wild card position” in medical technology company Getinge and a stake in game developer Pandox, whose stock is “battered and expectations are low.” Regarding SBB's D share, Skogman describes it as “a high-risk case you can hardly afford to be without.” What gives him the courage to hold the stock is the shareholder structure, with CEO Leif Synnes among those holding a significant number of D shares. “If SBB is to survive long-term, the D share must be resolved. And since the CEO himself is heavily invested in the D share, there's a strong case that D shareholders won't be left empty-handed – whether the solution is a resumed dividend, conversion, or something else,” he says, estimating there is over 100 percent upside if the issue is resolved. He further comments that he is still holding Kambi, a favorite in the betting sector, though not as large a position as before, and that his foreign speculative investment is in Snapchat's parent company, Snap. “I've bought Snapchat. They're changing their business model and the stock is grotesquely undervalued. Cash flow may turn positive and there's even acquisition potential,” he says. When it comes to short positions, he has a significant bet against defense giant Saab, and says he is “terrified of raw materials companies,” especially Lundin Gold. “I'm shocked at how quickly mining companies move when the underlying commodity price swings. Leverage works just as well downward as upward. For me, Lundin Gold is played out – and I have no short position there,” Skogman says.</div></div>

新科技控股

SNAP

日内交易者约翰·斯科格曼正在押注于新科技控股、Revolution Race 和 Wesport 等户外公司，理由是瑞典的冬季条件有利于这些公司。他在 SBB 的 D 类股票中持有高风险头寸，认为由于首席执行官莱夫·辛内斯的重大投资，该股票有潜在的上涨空间。斯科格曼还持有 Getinge 和 Pandox 的股份，同时做空萨博，并对如 Lundin Gold 等原材料公司表示谨慎。此外，他还投资了 Snap，预计其商业模式将出现积极转变

Skogman 支持户外公司，对 SBB D 进行高风险押注，并做空 Saab - Di