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ASOS: 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 Haugen
Oct 26, 20211 min read
181 views
0 comments


CLIP: ASOS Investment Thesis - Why we Invested
Hi 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 Haugen
Sep 29, 20211 min read
79 views
0 comments


Why 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 Haugen
Sep 13, 20211 min read
279 views
0 comments


Brewdog'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...

Lars Haugen
Jun 17, 20211 min read
65 views
0 comments


Billionaire Investor Bill Ackman Buys 6% of Domino's Pizza
It was recently announced that famous investor Bill Ackman initiated a position in Domino's Pizza. We are fans of Bill Ackman and decided...

Lars Haugen
Jun 3, 20211 min read
119 views
0 comments


When to Sell a Stock - HP Value Investing Show #5
In this episode we talk about a topic that many investors struggle with - when to sell a stock. There is a lot of information out there...

Lars Haugen
May 26, 20211 min read
70 views
0 comments


Fever-Tree: After a 160% Profit, What Now? - HP Value Investing Show #4
Fever-Tree recently reported their results for 2020. We invested in the company in March 2020, and since they just reported results we...

Lars Haugen
Apr 27, 20211 min read
199 views
0 comments


Hargreaves Lansdown Investment Report
Two weeks ago we published a video on our latest investment - Hargreaves Lansdown. This week we are following up with the report we wrote...

Lars Haugen
Mar 23, 20211 min read
102 views
0 comments


Our Latest Investment: Hargreaves Lansdown - HP Value Investing Show #3
In this week's video we discuss our latest investment, Hargreaves Lansdown, a UK based online investing platform for retail customers. We...

Lars Haugen
Mar 6, 20211 min read
114 views
0 comments


GameStop - is it a good investment? - HP Value Investing Show #2
Over the last few weeks GameStop has been in the news repeatedly. There has been a lot of discussion around what happened, and the...

Lars Haugen
Feb 12, 20211 min read
66 views
0 comments


Are we in a new Great Depression? - HP Value Investing Show #1
This week we decided to create a video where we break down an interview with Jim Rickards - a financial commentator and author. Rickards...

Lars Haugen
Jan 26, 20211 min read
96 views
0 comments


Why We Invested in Gold
We recently invested in gold. This was not the first time; between the two of us we first invested in gold in 2010, and have invested...

Lars Haugen
Jan 8, 20216 min read
238 views
0 comments


Shopify, Would we Invest? - A Value Investing Analysis
A friend recently asked us to analyse Shopify. We obliged, and recorded a video summarizing our analysis. Shopify provides e-commerce...

Lars Haugen
Dec 4, 20201 min read
154 views
0 comments


Ashtead Group - An Update on our Investment
We just recorded a video where we discuss Ashtead, an investment we first made in December 2017, and then again in March 2020. Given...

Lars Haugen
Nov 20, 20201 min read
86 views
0 comments


Would we Invest in Suez? - Video
Last month we wrote an article titled "Would we Invest in Suez?". We decided to make a video where we discussed the article and our views...

Lars Haugen
Nov 16, 20201 min read
56 views
0 comments


The Incredible Power of Marginal Improvements - Becoming #1 in the World
Novak Djokovic is currently ranked as the number one male tennis player in the world. However, at the beginning of his professional...

Lars Haugen
Nov 10, 20204 min read
20 views
0 comments


What Do Businesses Need to Grow Huge?
This week, we read a blog post by Sam Altman, an investor and entrepreneur - currently CEO of research company OpenAI.

Roshni Patel
Oct 26, 20202 min read
24 views
0 comments


Would we Invest in Suez?
If you have been following financial news lately you might have heard that Veolia, the French water and waste management company, has...

Lars Haugen
Oct 13, 20203 min read
41 views
0 comments


Buffett on how to Achieve Happiness
We recently read an article in which Warren Buffett gave some great advice on how to achieve happiness. We wanted to share our take on...

Lars Haugen
Oct 2, 20202 min read
13 views
0 comments


Peloton Profits From the Pandemic
PTON opened Friday two weeks ago, with prices up 13%. Why? Since their IPO last year, their quarterly results showed a first time...

Lars Haugen
Sep 28, 20203 min read
21 views
0 comments
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