Christian's Substack
Stoklund CapitalStoklund Capital identifies fundamentally solid companies facing temporary market resistance to uncover mispriced, high conviction investment opportunities.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 16 | Founded | 6 months ago | Last Issue | 3 months ago |
| Active | |||||
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stokvalue.substack.comLatest Issues
Qfin Holdings Inc.
February 26,
Company name: Qfin Holding inc.
Ticker: QFIN
Market cap: $1.9B
Stock price: $14.56
If you’ve been following FinTwit recently, you’ve undoubtedly heard the same old macro spin: “China is uninvestable,” “The c...
How to build you model portfolio
Investing requires immense due diligence. It involves countless hours staring down annual and quarterly reports, analyzing diverse industries, comparing competitors, and much more.
By creating a model portfolio, similar to those provided t...
Norbit ASA
February 5,
Company name: Norbit ASA
Ticker: NORBT.OL
Market cap: $1.173B
Stock price: $185.6
As my quest for look closer to European companies I have stumbled upon Norbit ASA, which I believe very soon will be apart of...
Portfolio January 2026 update
January has been highly political, with a lot of attention towards the United States and in particular Donald Trump. We’ve seen the dollar losing value like it did in most of 2025. It makes me think about making a shift in future investment...
Lululemon Athletica Inc.
January 21,
Company name: Lululemon Athletica Inc
Ticker: LULU
Market cap: $26.38B
Stock price: $188.55
I have owned Lululemon for a while. Personally I love their clothes, very comfortable, but also very expensive. I fe...
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Authors
The writers behind this newsletter.
Documenting my journey of investing and building wealth. I work full time as a client wealth manager in one of the biggest banks in Scandinavia.
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