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Sidecar Investing (v2.0)
Serial Acquirers, Escaping Base Rates and Underwriting Uncertainty
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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…
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…
Constellation Software, Lifco, TransDigm, Lagercrantz, VMS, Decentralization 101
Musings on Serial Acquirers #1🎉
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…
Evolution (EVO/EVVTY) - Part 2
The Distribution Advantage
Evolution (EVO/EVVTY) - Part 1
Growth Economics on Steroids
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Studying high-performing serial acquirers through a Nordic lens.

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