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Torghatten Capital

https://torghattencapital.substack.com/

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Latest post11 Nov 2026
Netflix, Inc.Hall of Shame #1: Netflix (2013)-11 Nov 2026
Constellation Software Inc.Interviews with me-9 Nov 2026
Constellation Software Inc.The Truth Is In The Numbers: Bias, Conviction, and the Case for Concentration-6 Apr 2026
Novo Nordisk A/SThe Truth Is In The Numbers: Bias, Conviction, and the Case for Concentration-6 Apr 2026
Novo Nordisk A/SPost-Crash Perspectives: Re-evaluating CSU and NVO-24 Feb 2026
Constellation Software Inc.Post-Crash Perspectives: Re-evaluating CSU and NVO-24 Feb 2026
Novo Nordisk A/SInvestment Thesis - Novo Nordisk ($NVO)-25 Jan 2026