Archive - Scuttlebutt

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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

July 2022

Constellation Software, Lifco, TransDigm, Lagercrantz, VMS, Decentralization 101

Musings on Serial Acquirers #1🎉

Jul 29, 2022

Sidecar Investing (v2.0)

Serial Acquirers, Escaping Base Rates and Underwriting Uncertainty

Jul 14, 2022

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

May 2021

Evolution (EVO/EVVTY) - Part 2

The Distribution Advantage

May 5, 2021

April 2021

Evolution (EVO/EVVTY) - Part 1

Growth Economics on Steroids

Apr 23, 2021

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