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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.
Jul 6, 2023
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Essays on Acquisition-Driven Compounders
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October 2022
Joining REQ Capital
I'm happy to announce that I've joined the investment team at REQ Capital, based in Oslo.
Oct 24, 2022
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Joining REQ Capital
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July 2022
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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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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May 2022
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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