Arne Ulland (@torghattencapital): "25% gain for CSU since this post. Not every day you go on record in the media saying you're mega-bull with 60% of your portfolio in one stock... and it actually starts playing out as expected. Have held the firm for ~6 years now. Bought a lot in 2025 & 2026."

Make money doing the work you believe in

25% gain for CSU since this post. Not every day you go on record in the media saying you're mega-bull with 60% of your portfolio in one stock... and it actually starts playing out as expected. Have held the firm for ~6 years now. Bought a lot in 2025 & 2026.

Arne Ulland

May 10

It’s quite daunting to go out in the press and admit that things have been a bit rough lately. At the same time, it is only the share prices that have performed poorly, especially regarding CSU. Nothing has changed fundamentally there, and if by putting myself out there I can remind people that it’s okay to underperform against the index…

Jun 7

2:02 PM

Make money doing the work you believe in

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