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Sidecar Investing (v2.0)
Serial Acquirers, Escaping Base Rates and Underwriting Uncertainty
Jul 14, 2022
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Sidecar Investing (v2.0)
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Essays on Acquisition-Driven Compounders
I'm happy to share REQ's H1 2023 letter featuring articles our team has worked on over the past six months. Additionally, we have included some book…
Jul 6
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Essays on Acquisition-Driven Compounders
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Joining REQ Capital
I'm happy to announce that I've joined the investment team at REQ Capital, based in Oslo. Thank you for your support and feel free to connect if you'd…
Oct 24, 2022
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Joining REQ Capital
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Constellation Software, Lifco, TransDigm, Lagercrantz, VMS, Decentralization 101
Musings on Serial Acquirers #1🎉
Jul 29, 2022
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Constellation Software, Lifco, TransDigm, Lagercrantz, VMS, Decentralization 101
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Thriving During Drawdowns
Nassim Nicholas Taleb, in his book, Antifragile, defined antifragility as: a property of systems in which they increase in capability to thrive as a…
May 6, 2022
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Thriving During Drawdowns
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Evolution (EVO/EVVTY) - Part 2
The Distribution Advantage
May 5, 2021
10
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Evolution (EVO/EVVTY) - Part 2
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Evolution (EVO/EVVTY) - Part 1
Growth Economics on Steroids
Apr 23, 2021
10
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Evolution (EVO/EVVTY) - Part 1
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Scuttlebutt
Studying high-performing serial acquirers through a Nordic lens.
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Studying high-performing serial acquirers through a Nordic lens.
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