Created 23 Jun 2020
Studying high-performing serial acquirers through a Nordic lens.

Latest Posts

Joining REQ Capital
24 Oct 2022
I'm happy to announce that I've joined the investment team at REQ Capital, based in Oslo. Future content will be published through the REQ website and LinkedIn. Thank you for your support and feel fre...
Constellation Software, Lifco, TransDigm, Lagercrantz, VMS, Decentralization 101
29 Jul 2022 15
Decentralizing the M&A decision? 🤔 As many of you know, I recently wrote an updated version of my essay on Sidecar investing, with the following TLDR: What if you could partner with a group of world-...
Sidecar Investing (v2.0)
14 Jul 2022 18
Mergers and acquisitions are often viewed with some reservation among public shareholders. After all, most acquisitions fail to create value for the buying shareholders, especially on a per-share basi...
Thriving During Drawdowns
06 May 2022
Nassim Nicholas Taleb defines antifragility in his book Antifragile as: a property of systems in which they increase in capability to thrive as a result of stressors, shocks, volatility, noise, mistak...
Evolution (EVO/EVVTY) - Part 2
05 May 2021 6
One of the key success factors for EVO has been market expansion by attracting a new type of player into the Live casino vertical partly via Game Show type games. In effect, EVO serves as a conversion...

Readers Also Read

On Substack
Resources, news, and stories for and about writers. Written by the Substack team.
Below the Line
Kevin LaBuz
Breaking down business models and how technology is changing them. Occasional dad jokes. Not a dad.
Grit Capital
Genevieve Roch-Decter, CFA
Former +$100MM portfolio manager now managing my own money. Write #1 Finance newsletter on Substack. Gain a finance edge in 5 minutes. Join +100,000 hedge funds, billionaires, investment advisors and regular…
Richard Chu
Analysis of the top tech stocks
Normcore Tech
Vicki Boykis
A newsletter about making tech less sexy, more boring, and anything adjacent to tech that the mainstream media isn't covering.
Krugman wonks out
Paul Krugman
Notes on economics and more
Results in 0.512s