Torghatten Capital
Arne UllandCompounded Investing in World-Class Firms
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 11 | Subscribers | Read | torghattencapital.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Some thoughts about CSU and NVO after the crash, and how I try to approach it
“If you’re going to be in this game for the long pull, which is the way to do it, you better be able to handle a 50% decline without fussing too much about it.” — Charlie Munger
Practical Compounding – Key learnings and reflections from a year of actions and reading
In the book Atomic Habits, James Clear wrote that “You do not rise to the level of your goals. You fall to the level of your systems.” I think that is so true for much of what we seek to accomplish professionally and personally. Hence, much...
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...
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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