<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

日內交易者約翰·斯科格曼正在押注於新科技控股、Revolution Race 和 Wesport 等户外公司，理由是瑞典的冬季條件有利於這些公司。他在 SBB 的 D 類股票中持有高風險頭寸，認為由於首席執行官萊夫·辛內斯的重大投資，該股票有潛在的上漲空間。斯科格曼還持有 Getinge 和 Pandox 的股份，同時做空薩博，並對如 Lundin Gold 等原材料公司表示謹慎。此外，他還投資了 Snap，預計其商業模式將出現積極轉變

Skogman 支持户外公司，對 SBB D 進行高風險押注，並做空 Saab - Di