My Blog
Denmark Manifesto
Starting the Investing Journey In 2012, I was still a corporate lawyer at Willkie Farr & Gallagher in NYC. I appreciated the training in legal reasoning and discipline but wanted to move to the buy-side to pursue a true passion. I had been reading Buffett,...
Dakota Live Podcast Episode – Building from the Ground Up
Dakota Live podcast episode featuring Brandon Ladoff and Denmark Capital’s approach to building a challenger firm from the ground up.
Workday’s Agentic Framing
There have been several recent earnings calls where management has attempted to cut through the noise and clarify why they believe their respective software companies are well positioned for an agentic future. Workday’s was the cleanest we’ve seen in framing the current software debate and boiling it down to what matters most.
Memo 2: With Great Innovation Comes Great Questions
In this next phase of a technological breakthrough, the great innovation we see starts to bring great questions. The market asks, just how big is this? And what is the pacing and magnitude of further improvements from here?
The Hidden Specialists, And Why This Matters Now
We believe common definitions of specialists in public markets are missing critical components and are in need of an update.
Memo 1: From Incumbent to Challenger
A look into Denmark’s ethos and building a challenger firm.
Letter to Prospective Investors
To Our Prospective Investors, I began my investing career in 2013 at Polen Capital, a then-little-known firm in Boca Raton, Florida, close to my hometown. Over the next 12 years, the firm grew from small to over $75 billion in assets under management at peak. You must...
Enduring Innovation and Product Impact
Why we believe enduring innovation matters and the connection to meeting customers and employees where they want to be and winning outcomes.
Investment Process Evolution
When we first started investing professionally, we never thought there could be so much room to evolve our investment process.