Glenn JørgensenOxford Industries: A high-margin company that many people haven’t heard of.Oxford Industries is a clothing company that many people are not familiar with. While it may be relatively unknown to most, this company…2d ago2d ago
Glenn JørgensenLVMH: Leveraging Luxury Heritage for Market Leadership.Moet Hennessy Louis Vuitton is the largest luxury company in the world, owning 75 brands across various segments. A company that sells…6d ago6d ago
Glenn JørgensenPulteGroup: Is it the best company in the sector?Many people may not know that PulteGroup is the third largest homebuilder in the United States. The homebuilding industry is cyclical…Sep 2Sep 2
Glenn JørgensenSherwin-Williams: A Colorful SuccessSherwin-Williams is a global market leader in paints and coatings. While paints and coatings may not sound like the most exciting…Aug 29Aug 29
Glenn JørgensenLockheed Martin: Is it time to get on board?Defense companies may thrive in all economic environments as they are primarily funded by governments, which means that revenues are…Aug 26Aug 26
Glenn JørgensenHello Group: A Positive Turnaround Story?Hello Group has experienced some challenging years, as it is not easy to operate a dating app during lockdowns. Furthermore, we have…Aug 22Aug 22
Glenn JørgensenLululemon: The best company in its sector.Once you start investing, you are always on the lookout for the top-performing companies in various sectors. When it comes to the athletic…Aug 19Aug 19
Glenn JørgensenChewy: Riding the Wave of Pet Industry GrowthChewy has recently turned profitable. They continue to gain market share in a market that is expected to grow at an 8% compounded annual…Aug 15Aug 15
Glenn JørgensenUlta Beauty: Don’t underestimate the lipstick effect.The lipstick effect is a theory that suggests that during an economic crisis, consumers are more inclined to purchase affordable luxury…Aug 12Aug 12
Glenn JørgensenIntuitive Surgical: A Market Leader for the Future.Intuitive Surgical is a market leader in the surgical industry, boasting an impressive 80% market share in a rapidly expanding market…Aug 8Aug 8