EFN took Börslunch to Stockholm University and asked two student stock clubs what they are buying right now. Beppe Grönmark spoke for UEAM.
EFN recorded Börslunch at Stockholm University on 3 November. Two student stock clubs were invited to say what they are buying at the moment: Beppe Grönmark, one of our two portfolio managers, for UEAM, and Dévin Gavgani for the club at Stockholm University.
The subject was the market more than the clubs. Valuations are high, the swings have been sharp, and the AI trade is cheered one week and doubted the next. The question put to both of them was what you do about that when you have only recently started managing money.
Beppe pitched Röko and Rugvista. Rugvista is one of the seventeen we hold in Affärsvärlden's contest portfolio, so it is a case we have lived with rather than one picked for the occasion. The two guests did not agree on everything either — the automotive supplier Bulten was one name they saw differently.
The episode runs about 25 minutes and is linked below.
On Börslunch
EFN's Börslunch, broadcast from Stockholm University on 3 November 2026. The line is drawn as an illustration of the half-hour's subject, not as a quoted index.
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