Glenn Jorgensen

@Glennjdk

Disney is one of the most recognized and beloved brands worldwide. An investment in Disney provides exposure to a diverse range of sectors, including streaming, linear TV, movie studios, theme parks, hotels, and cruise lines—and likely more in the future. But is this well-loved and diversified company also a good investment? That is what I will explore in this analysis.This is not a financial advice. I am not a financial advisor and I only do these posts in order to do my own analysis and elabor

Burberry is one of the most iconic names in British fashion, known for its heritage trench coats, signature check pattern, and strong presence in the global luxury market. The brand combines historical depth with modern relevance, aiming to balance exclusivity with broader appeal. With the Burberry Forward strategy now underway, the company is refocusing on core categories like outerwear and scarves, streamlining operations, and revamping its store and product experience to reignite growth. The

TransDigm is recognized as a leader in the aerospace industry, specializing in proprietary and mission-critical components found in nearly every commercial and military aircraft. With a unique business model centered on strategic acquisitions and high-margin aftermarket sales, the company has achieved impressive financial performance. TransDigm’s disciplined focus on value creation has consistently delivered substantial returns for its shareholders. The question remains: Should this aerospace gi

Tencent Music Entertainment is China’s leading digital music platform, combining streaming, social entertainment, and live content to serve a massive and growing user base. With rising subscription and advertising revenue, expanding margins, and greater control over its content, the company is becoming a stronger and more profitable business. The question is: Does it earn a place in your portfolio?This is not a financial advice. I am not a financial advisor and I only do these post in order to d

Alibaba is a leading Chinese company with a powerful ecosystem that spans e-commerce, cloud computing, logistics, and digital services. Its core platforms, Taobao and Tmall, dominate online retail in China, while Alibaba Cloud is a top player in the country’s cloud infrastructure market. With growing investments in AI, international commerce, and new monetization tools, Alibaba is positioning itself for long-term growth. The question is: Does this tech giant deserve a place in your portfolio?Thi

Royal Unibrew is a leading regional multi-beverage company with a strong presence across the Nordic and Baltic countries, as well as niche positions in Western Europe and Canada. With a diverse portfolio built on strong local brands and enhanced through partnerships with global players like PepsiCo and Heineken, Royal Unibrew blends local heritage with strategic innovation. Its focus on no/low sugar soft drinks, ready-to-drink alcoholic beverages, enhanced drinks, and premium brands positions th

Sony is one of the world’s most well-known entertainment and technology companies, with strong businesses in gaming, music, movies, and image sensors. Its PlayStation platform continues to grow, and its anime and streaming services are reaching more fans than ever. Sony also leads in high-end camera sensors used in smartphones and other devices. With a mix of popular content, strong technology, and global reach, Sony is set up for long-term success. The question is: Should this entertainment and

Sanlorenzo is a global leader in luxury yacht manufacturing, known for its custom-built motor yachts and superyachts that reflect Italian craftsmanship, exclusivity, and design. With limited production, a strong brand, and growing demand from ultra-high-net-worth individuals, Sanlorenzo stands out in the world of high-end leisure. The question is: Does this yacht maker deserve a place in your portfolio?This is not a financial advice. I am not a financial advisor and I only do these post in order