Lars HaugenOct 26, 20211 minASOS: Our investment is down 30% - Did we make a mistake?Hi all, We recently made an investment in ASOS, and created a video about it. Shortly thereafter the results for 2021 came out (which...
Lars HaugenSep 29, 20211 minCLIP: ASOS Investment Thesis - Why we InvestedHi all, This is a short clip from our recent video "Why did we invest in ASOS?" (https://youtu.be/Ohbs2lXjSe8). We explain why we think...
Lars HaugenSep 13, 20211 minWhy Did we Invest in ASOS?Hi all, It's been a little while since we published a video; we've been a bit busy lately:) But we recently invested in ASOS plc, the...
Lars HaugenJun 17, 20211 minBrewdog's Toxic Work Culture - Would We Still Invest?This week we have recorded a video in which we discuss an article we read about Brewdog and the claims from former employees that the...
