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…19h ago19h ago
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…4d ago4d ago
Glenn JørgensenZoom: Is it also a good post-pandemic investment?Zoom’s stock price surged during the pandemic, reaching a price of over $550. However, since then, the stock has plummeted and is now…Aug 5Aug 5
Glenn JørgensenBuild-A-Bear Workshop: Capitalizing on Custom Plush CreationsA company selling custom-made stuffed animals may not sound like the most interesting business. However, it is a relatively high-margin…Aug 1Aug 1
Glenn JørgensenStoneCo: Harnessing Brazil’s Potential in Digital PaymentsThe transition from cash to digital payments is gaining momentum in Brazil thanks to the introduction of Pix, an instant payment platform…Jul 29Jul 29
Glenn JørgensenTencent Music Entertainment: China’s largest music streaming company.China’s music streaming market is projected to reach $3,46 billion in 2024 and is expected to grow at a compound annual growth rate of 4,87…Jul 25Jul 25
Glenn JørgensenMondelez: A Sweet Opportunity in Global Snack Foods.Warren Buffett has stated that everyone should invest within their circle of competence. Most people enjoy snacks, whether they are sweet…Jul 22Jul 22
Glenn JørgensenHome Depot: A Building Block for the Portfolio.Home Depot is the largest global home improvement retail company. Management is determined to invest in strengthening Home Depot’s position…Jul 18Jul 18
Glenn JørgensenCanadian Solar: Will the sun shine on them?Like many others, I believe that renewable energy is the future. Governments will need to invest in renewable energy sources to address…Jul 15Jul 15
Glenn JørgensenExpeditors International of Washington: Short-term pain, long-term gain.Expeditors International of Washington has had some exceptional years fueled by the shipping constraints during the pandemic. Now, we are…Jul 11Jul 11