Sondre Flateraaker
Sondre Flateraaker @Flaten

Performance
All

75.00%2025
2025
50.84%2024
2024
42.91%2023
2023
-35.12%2022
2022
-3.09%2021
2021
75.0%0%-75.0%
Sondre Flateraaker
Market Recap – Wednesday, December 10th One of the hardest skills to master in investing is the discipline to do absolutely nothing for long stretches of time. I have said this many times, but it bears repeating. Charlie Munger put it simply: “The big money is not in the buying and selling, but in the... Show More
Sondre Flateraaker
Market Recap – Tuesday, December 9th A shorter update today as I am traveling to Norway, but several developments across Asia and global defense are important for our thesis. Tensions in the Indo-Pacific continue to rise. Over the weekend, a Chinese aircraft carrier group launched an unusually intense... Show More
Sondre Flateraaker
Edited
Today’s Market News – December 8, 2025 Asian markets opened cautiously, with the Hang Seng sliding as investors awaited China’s Politburo and economic-planning meetings. Japan underperformed as long-end JGB yields hit their highest level since 2007, while South Korea outperformed on chip-sector strength.... Show More
Sondre Flateraaker
Weekend Research - $TKMS.DE (Tkms AG& Co KGaA) For this weekend’s research I want to circle back to the core of our Hedge Against War thesis and zoom in on the sea. If you expect a decade of elevated geopolitical risk, it is not enough to own land and air defense; you also need exposure to the navies... Show More
Sondre Flateraaker
Update on our $PSN.US (Parsons Corporation) holding! We currently hold a small position in Parsons (~0.89% of the portfolio). Our thesis for this stake was largely tied to the upside potential of the company securing the FAA’s major integrator award. Today we learned that the $12.5B “Brand New Air... Show More
Sondre Flateraaker
Edited
Today’s Market News – December 5, 2025 Asian markets traded mixed, with Japan lagging as 10-year JGB yields climbed to their highest level since 2007, pressuring the Nikkei. South Korea outperformed on strong tech momentum after Samsung unveiled its Galaxy Z TriFold device, while China saw renewed interest... Show More
Sondre Flateraaker
Market Recap – Friday, December 5th I want to start today by congratulating everyone who stayed disciplined through this period of volatility. These weeks are never easy, but moments like yesterday show exactly why we stay focused on the bigger picture. With the release of the Golden Dome details and... Show More
Sondre Flateraaker
Edited
Today’s Market News – December 4, 2025 Asian markets traded higher, led by Japan after a strong JGB auction eased yield pressures and boosted sentiment across industrials and robotics. China lagged but Cambricon rallied on plans to triple AI chip production by 2026, as Beijing signaled it will maintain... Show More
Sondre Flateraaker
Edited
Market Recap – Thursday, December 4th We had another eventful day on the geopolitical and defense front, with several developments that directly reinforce our long-term thesis. President Trump has now signed legislation requiring the State Department to regularly review and update all official guidelines... Show More
Sondre Flateraaker
Edited
Market Recap – Wednesday, December 3rd Yesterday felt like another classic example of what this market has become: a “buy the dip, sell the rip” environment with very little sustained momentum. Every time we see individual names start to pick up a bid, the move gets sold almost immediately. My sense... Show More

About Sondre Flateraaker
Switzerland
Strategy: Multi-Strategy

Stability and resilience guide my investments.
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