Disruptive analytics
Magnus OfstadMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 153 | Subscribers | Read | magnusofstad.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Math Sunday
Are Meta, Apple, and the other companies with a trillion-dollar market capitalization overvalued? The professor of Finance at NYU, Aswath Domodoran, tried to answer this question in an interesting blog post yesterday. His question was: how ...
Can They Work Again?
Yes, Novo Nordisk (NOVO) and Salesforce (CRM) are parts of my portfolio. That’s no fun, is it? NOVO is down nearly 50% this year. CRM is down 31%. What’s even more fun is that I decided to add to both of them around late spring or early sum...
Top Three Picks For 2026
As announced last week, here are my top picks for 2026. Before I start, let me say a few words about my investment style and where I’ve ended up as a result of my earlier recommendations.
American Versus Nordic Insurance
My highly anticipated ‘three picks for 2026’ will be released next Sunday. This week, we’ll take a look at insurance by putting a spotlight on these four companies: Sampo, Storbrand, Chubb, and Progressive. We go through performance, Q3 ear...
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Authors
The writers behind this newsletter.
I have more than 30 years of experience as a retail investor and am now fully engaged in managing my own money. My educational background is in computer science and history, in which I hold two master's degrees.
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