Lars Haugen
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...
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Lars Haugen
Sep 29, 20211 min read
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...
71 views0 comments
Lars Haugen
Sep 13, 20211 min read
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...
270 views0 comments
Lars Haugen
Jun 17, 20211 min read
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...
64 views0 comments
Lars Haugen
Jun 3, 20211 min read
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...
118 views0 comments
Lars Haugen
May 26, 20211 min read
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...
70 views0 comments
Lars Haugen
Apr 27, 20211 min read
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...
199 views0 comments
Lars Haugen
Mar 23, 20211 min read
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...
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Lars Haugen
Mar 6, 20211 min read
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...
112 views0 comments
Lars Haugen
Feb 12, 20211 min read
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...
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Lars Haugen
Jan 26, 20211 min read
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...
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Lars Haugen
Jan 8, 20216 min read
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...
237 views0 comments
Lars Haugen
Dec 4, 20201 min read
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...
154 views0 comments
Lars Haugen
Nov 20, 20201 min read
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...
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Lars Haugen
Nov 16, 20201 min read
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...
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Lars Haugen
Nov 10, 20204 min read
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...
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Roshni Patel
Oct 26, 20202 min read
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.
24 views0 comments
Lars Haugen
Oct 13, 20203 min read
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...
36 views0 comments
Lars Haugen
Oct 2, 20202 min read
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...
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Lars Haugen
Sep 28, 20203 min read
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...
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