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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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October 2022
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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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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May 2021
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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April 2021
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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