Welcome to Lorentzen Capital by me, Arne Magnus L. Ulland. Ex sell-side analyst | I like quality & simplicity and value businesses in that order…

March 2020

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…

August 2019

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…

April 2019

Tips and tricks from savvy investors are always appreciated here at Stockles. Today, we are going to learn from Brian Nelson, a former Morningstar…

November 2018

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…

June 2018

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…

March 2018

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…

January 2018

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…
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…

April 2017

Many investors care about price return when they compare how they are performing against others or against a selected index. For dividend investors like…

March 2017

My Strategy For most investors REITs are unknown, but it's such a simple investment case that every dividend investor should feel comfortable joining…