The Octopus Value Investing

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Understanding NASH/MASH

Understanding NASH/MASH

Uncovering the potential behind Novo Nordisk's optionality

The Octopus Value Investing
The Octopus Value Investing
Sectors in briefSectors in brief
#4 Sectors in Brief - Players in the Pharmaceutical Glass Packaging Segment

#4 Sectors in Brief - Players in the Pharmaceutical Glass Packaging Segment

Pinpointing Prominent Sector Players

The Octopus Value Investing
The Octopus Value Investing
PandoraPandora
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Pandora A/S - H1 2024 Earnings Review

Pandora A/S - H1 2024 Earnings Review

The affordable luxury market defies pure luxury slowdown

The Octopus Value Investing
The Octopus Value Investing
Earnings ReviewEarnings Review
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Novo Nordisk - H1 2024 Earnings review

Novo Nordisk - H1 2024 Earnings review

More leader in the GLP-1 space than ever

The Octopus Value Investing
The Octopus Value Investing
Lonza Group AGLonza Group AG
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Lonza Group AG - H1 2024 Earnings Review

Lonza Group AG - H1 2024 Earnings Review

CDMO giant within expectations

The Octopus Value Investing
The Octopus Value Investing
Novo NordiskNovo Nordisk
#3 The Octopus Toolbox - The Novo Nordisk Report

#3 The Octopus Toolbox - The Novo Nordisk Report

My podcast with MDBolsa in writing

The Octopus Value Investing
The Octopus Value Investing
The Octopus PortfolioThe Octopus Portfolio
#2 The Journey of Compounding - H1 2024 review

#2 The Journey of Compounding - H1 2024 review

Portfolio composition review, performance and other thoughts

The Octopus Value Investing
The Octopus Value Investing
Sectors in briefSectors in brief
#3 Sectors in Brief - The Pharma Packaging Sector

#3 Sectors in Brief - The Pharma Packaging Sector

An attractive sector to search for overlooked opportunities

The Octopus Value Investing
The Octopus Value Investing
Lonza Group AGLonza Group AG
#3 Lonza Group AG - Financials & valuation

#3 Lonza Group AG - Financials & valuation

What do the financial statments of the CDMO giant tell us?

The Octopus Value Investing
The Octopus Value Investing
The Octopus toolboxThe Octopus toolbox
#2 The Octopus Toolbox - DCF model

#2 The Octopus Toolbox - DCF model

DCF model using Novo Nordisk as example

The Octopus Value Investing
The Octopus Value Investing
Earnings ReviewEarnings Review
Novo Nordisk - Q1 2024 Earnings review

Novo Nordisk - Q1 2024 Earnings review

A quick review on the reported earnings

The Octopus Value Investing
The Octopus Value Investing
MiscellaneousMiscellaneous
The Danish Watchlist

The Danish Watchlist

List of Danish quality companies I follow

The Octopus Value Investing
The Octopus Value Investing
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