#2 The Journey of Compounding - H1 2024 review

2024 Annual Review to all The Octopus Value Investing readers

#3 Sectors in Brief - The Pharma Packaging Sector

An attractive sector to search for overlooked opportunities

#3 Lonza Group AG - Financials & valuation

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

#2 The Octopus Toolbox - DCF model

DCF model using Novo Nordisk as example

Novo Nordisk - Q1 2024 Earnings review

A quick review on the reported earnings

The Danish Watchlist

List of Danish quality companies I follow

#2 Lonza Group AG - Business overview

Business qualitative review

#1 Lonza Group AG - Industry dynamics and competitive landscape

Following the trend of externalizing pharmaceutical production.

#1 The Octopus toolbox - 10 year EAL R&D capitalization template

#3 Investment Pill - R&D Expensing. Implications and Impact

R&D capitalization: A more accurate picture of a firms earnings and profitability

Pandora - 2023 Earnings Review

How good was 2023 for the affordable jewellery giant?

Novo Nordisk - 2023 Earnings Review

The GLP-1 growth engine keeps working like a clockwork