Introducing Scuttlebutt in Europe
Welcome to my investing journal on great businesses in Northwestern Europe with a strong tilt towards the Nordics.
My ambition is to peel back the layers of great businesses and share high qualitative and differentiated insights. My underwriting thresholds for new investments are both quantitative and qualitative, but this blog will primarily focus on the latter.
My goal is also to be respectful of your time and hence experiment with length and to-the-point summaries, since most of you are busy people with too much stuff to read.
I have a background in software and finance and I’ve spent the last 5 years as a portfolio manager for a long/short equity fund in the Nordics.
