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Compounded Investing in World-Class Firms
Welcome to Lorentzen Capital by me, Arne Magnus L. Ulland. Ex sell-side analyst | I like quality & simplicity and value businesses in that order…
Arne Magnus L. Ulland
Aug 19, 2021
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Compounded Investing in World-Class Firms
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March 2020
Investment Memo March 2020 – "It's better to keep your mouth closed and appear stupid than open it and remove all doubt"
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
Mar 8, 2020
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Investment Memo March 2020 – "It's better to keep your mouth closed and appear stupid than open it and remove all doubt"
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August 2019
How to do Portfolio Management as a Dividend Growth Investor
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
Aug 6, 2019
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How to do Portfolio Management as a Dividend Growth Investor
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April 2019
Former Morningstar Director & CFA: "We Are All Market Timers"
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
Apr 21, 2019
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Former Morningstar Director & CFA: "We Are All Market Timers"
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November 2018
The Market Took A Dive - Here’s What Happened To My Portfolio And My Head (II)
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
Nov 5, 2018
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The Market Took A Dive - Here’s What Happened To My Portfolio And My Head (II)
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June 2018
Interview with Brian Bollinger of Simply Safe Dividends
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
Jun 28, 2018
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Interview with Brian Bollinger of Simply Safe Dividends
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March 2018
What's High Quality?
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
Mar 29, 2018
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What's High Quality?
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January 2018
10 Nordic Companies Worth Knowing About - Part 2
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
Jan 25, 2018
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10 Nordic Companies Worth Knowing About - Part 2
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10 Nordic Companies Worth Knowing About - Part 1
My first Seeking Alpha article is up, super excited about this, and its about the Nordic markets. I know that many of you have missed information about…
Arne Magnus L. Ulland
Jan 10, 2018
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10 Nordic Companies Worth Knowing About - Part 1
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April 2017
Price Return and Total Return
Many investors care about price return when they compare how they are performing against others or against a selected index. For dividend investors like…
Arne Magnus L. Ulland
Apr 2, 2017
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Price Return and Total Return
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March 2017
What Are REITs?
My Strategy For most investors REITs are unknown, but it's such a simple investment case that every dividend investor should feel comfortable joining…
Arne Magnus L. Ulland
Mar 5, 2017
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What Are REITs?
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