Lorentzen Capital

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Welcome to Lorentzen Capital by me, Arne Magnus L. Ulland. Ex sell-side analyst | I like quality & simplicity and value businesses in that order. Invested a decade & looking forward to the next Sign up now so you don’t miss the first issue. In the meantime, tell your…
Arne Magnus L. Ulland
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As I’m writing this investment memo, the world is fighting against yet another crisis. This time, it’s a virus named COVID-19, which is spreading…
Arne Magnus L. Ulland
It's in times like this you notice if you've spent enough time reflecting on portfolio management. How did you feel when the DOW index fell ~780 points…
Arne Magnus L. Ulland
Tips and tricks from savvy investors are always appreciated here at Stockles. Today, we are going to learn from Brian Nelson, a former Morningstar…
Arne Magnus L. Ulland
October turned out to be a volatile month. The news tried to trick investors to panicking and selling their shares. The bear market was finally here…
Arne Magnus L. Ulland
Simply Safe Dividends is one on the best, if not the best, investment site I know. What I like about them is the rational and objective approach Brian…
Arne Magnus L. Ulland
One of the most common questions I get is what do I mean by high-quality? In the book, Zen and the Art of Motorcycle Maintainance the author tries to…
Arne Magnus L. Ulland
My second Seeking Alpha article is up, and again it's about the Nordic markets. In total, the following companies have been analyzed:Vestas, Castellum…
Arne Magnus L. Ulland
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Lorentzen Capital

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