Still long, but smaller than before. I virtually never have a short position in anything since I trade in tax deferred accounts. I didn't mean to offend- or belittle your opinion; Re: MSFT and QCOM: MSFT effectively had a monopoly in an industry whose size was exploding--hardly comparable to SEB. The rise in QCOM, though, has been somewhat similar to the rise in SEB. I might eat more bacon, ham , chops, or ribs, but it is hard to call pork a growth industry.
Even so, this outfits earnings have risen dramatically, and the recent analysis here identifying a "breakeven revenue level" and a subsequent marginal profitability rate was quite informative. At the end of the day, the stock price will be determined by management performance as reflected in earnings and capital allocation.
The more I read your posts I find that we are in agreement more often than not. The reason I mentioned MSFT is due to the fact that after that dramatic rise of thousands of %, it is now flat with small up & down movements. Definitely not volatile. The same with SEB. It will get to a point that it will be called a stable and safe stock. Speaking of management, since insiders own more than 95%, it is in their best interest to perform. This is the main reason I like it.