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ABBN.SW · ABB Ltd 80.02 CHF +1.76 (+2.25%) 2026-SEP-18 11:31 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · STK · SA3 mentions
2026-SEP-11 · Astrid Wilde · Value Hive Podcast (audio; host Brandon Beylo, Macro Ops) · Neutralmention · ▶ 46:55 · source page ↗78.22 CHF

In short: Named with Fanuc as a real robot manufacturer with real customers — the rare direct public exposure; no view or position given, and she declines the robotics-portfolio question outright.

SOD 78.22 CHF
2026-APR-26 · Pieter Slegers · Compounding Quality (Substack) · Neutralmention · read ↗ · source page ↗77.10 CHF

In short: Named once, as an Investor AB holding — "ABB (robotics)". No stance.

SOD 77.10 CHF (open 2026-APR-24)
2026-APR-12 · Pieter Slegers · Compounding Quality (Substack) · Neutralmention · read ↗ · source page ↗71.36 CHF

In short: Named once, as an Investor AB core listed holding. No stance.

SOD 71.36 CHF (open 2026-APR-10)

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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.