Torghatten Capital
Arne UllandCompounded Investing in World-Class Firms
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 8 | Subscribers | Read | torghattencapital.substack.com |
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Latest Issues
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Novo Nordisk: A Tough Lesson
On May 6th, I wrote a post about Novo Nordisk and how it was, in my view, a victim of its own hype. I concluded the article by saying, “No matter how I look at Novo, it appears quite cheap. I’ve been buying on the way down and doubled my po...
Novo Nordisk – A Victim of Its Own Hype
# Background
Prepare While You Still Can
On April 16, 2020, I was interviewed by the Norwegian financial newspaper Dine Penger (Your Money) about how I managed to avoid significant losses during the pandemic.
Torghatten Capital - Annual letter 2024
The following annual letter can also be read in PDF format below
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Authors
The writers behind this newsletter.
I like quality & simplicity and value businesses in that order. Invested a decade & looking forward to the next.
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