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The Octopus PortfolioThe Octopus Portfolio
#4 The Journey of Compounding - H1 2025 Letter to Readers

#4 The Journey of Compounding - H1 2025 Letter to Readers

Reflections of a Hectic Semester in the Market

The Octopus Value Investing
The Octopus Value Investing
MiscellaneousMiscellaneous
+1+1
#2 Investment Sidebar Snapshots

#2 Investment Sidebar Snapshots

Compiling One Month of Novo Nordisk News & Updates

The Octopus Value Investing
The Octopus Value Investing
Coloplast A/SColoplast A/S
Coloplast A/S - Qualitative Analysis

Coloplast A/S - Qualitative Analysis

The Danish Intimate Care Powerhouse

The Octopus Value Investing
The Octopus Value Investing
Sectors in briefSectors in brief
#6 Sectors in Brief - Medical Devices

#6 Sectors in Brief - Medical Devices

Using Compounded Knowledge to Study a Neighboring Sector

The Octopus Value Investing
The Octopus Value Investing
MiscellaneousMiscellaneous
#1 Investment Sidebar Snapshots

#1 Investment Sidebar Snapshots

Samsung Biologics, GLP-1 Incentives and Alphabet

The Octopus Value Investing
The Octopus Value Investing
Schott Pharma AGSchott Pharma AG
+1+1
Schott Pharma AG - H1 Earnings Review

Schott Pharma AG - H1 Earnings Review

The Tide is Finally Turning, at Last.

The Octopus Value Investing
The Octopus Value Investing
PandoraPandora
+1+1
Pandora A/S - Q1 2025 Earnings Review

Pandora A/S - Q1 2025 Earnings Review

How is the Affordable Jewelry Giant Doing during the Luxury Sector Backdrop?

The Octopus Value Investing
The Octopus Value Investing
Earnings ReviewEarnings Review
+1+1
Novo Nordisk - Q1 2025 Earnings Review

Novo Nordisk - Q1 2025 Earnings Review

When Expectations Are So Low...

The Octopus Value Investing
The Octopus Value Investing
Novo NordiskNovo Nordisk
Novo Nordisk Valuation Update

Novo Nordisk Valuation Update

The Margin of Safety Might Have Never Been Larger

The Octopus Value Investing
The Octopus Value Investing
Theon InternationalTheon International
Theon International - Qualitative Analysis

Theon International - Qualitative Analysis

A High Quality Company in the European Defense Sector

The Octopus Value Investing
The Octopus Value Investing
PandoraPandora
+1+1
Pandora A/S - 2024 Earnings Review

Pandora A/S - 2024 Earnings Review

Another Year Surpassing the Expectations Set

The Octopus Value Investing
The Octopus Value Investing
Sectors in briefSectors in brief
#5 Sectors in Brief - Pharmaceutical Packaging Assembly

#5 Sectors in Brief - Pharmaceutical Packaging Assembly

Searching for Investing Opportunities in Another Sector of the Pharmaceutical Industry

The Octopus Value Investing
The Octopus Value Investing
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