Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
New chapter for Partnership Investing
Sept. 26, 2022, 11:01 a.m.
Medistim - A dominant force in its Medical Devices niche
Sept. 1, 2022, 11:47 a.m.
CSAM Health - Serial acquirer run by Outsider owner-operators
Aug. 19, 2022, 9:35 a.m.
Avalara - Creating a global compliance platform
Aug. 1, 2022, 12:30 p.m.
Q2 2022 Quarterly Update Partnership Investing Portfolio
July 26, 2022, 10:21 a.m.
ChemoMetec - Bringing process and quality control to Life Sciences
July 1, 2022, 10:19 a.m.
Keywords Studios - Serial-acquirer in the Gaming industry
June 3, 2022, 2:50 p.m.
Learnings from Swedish Serial Acquirers
May 19, 2022, 8:28 a.m.
ArcticZymes Technologies - High-margin supplier to the next generation of Life Sciences
May 2, 2022, 10:11 a.m.
Q1 2022 Quarterly Update Partnership Investing Portfolio
April 20, 2022, 4:12 p.m.
Farfetch - Integrating the luxury value chain
April 13, 2022, 2:47 p.m.
CellaVision (CEVI-ST) - Bringing blood testing into the Digital Age
March 14, 2022, 10:55 a.m.
Industry analysis: Gaming and the Metaverse
Feb. 7, 2022, 5:52 p.m.
PAR Technology - Riding restaurant technology trends
Jan. 28, 2022, 2:33 p.m.
Cardlytics - A unique ad-tech platform with immense potential
Dec. 16, 2021, 4:25 p.m.
2021 Q3 Quarterly Update Partnership Investing
Dec. 9, 2021, 2:35 p.m.
Revealing the Partnership Investing Watchlist
Nov. 17, 2021, 1:42 p.m.
Surgical Science Sweden (SUS-ST) - A high growth play on robotic surgery
Oct. 18, 2021, 12:48 p.m.
Unit Economics
Sept. 24, 2021, 5:59 p.m.
Q2 2021 Quarterly Update Partnership Investing Portfolio
Aug. 17, 2021, 8:34 a.m.
Vitec Software (VIT.B-SS) - A Swedish compounding machine
July 12, 2021, 2:14 p.m.
Intellicheck (IDN,NDQ) - an unnoticed treasure
June 1, 2021, 8:33 p.m.