#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

#2 Sectors in Brief - The Gaming Sector

A sector I don't invest in but its single exception

#1 The Journey of Compounding - Introducing my portfolio

Portfolio presentation & review and 2023 recap

#5 Novo Nordisk - The Other Side of the Story

Uncovering the potential weaknesess on the GLP-1 leader thesis