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Essays on Acquisition-Driven Compounders

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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 like to discuss anything related to high-performing serial acquirers. I've really enjoyed the many conversations I've had in the past!

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Constellation Software, Lifco, TransDigm, Lagercrantz, VMS, Decentralization 101: Musings on Serial Acquirers #1🎉

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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 result of stressors, shocks, volatility, noise, mistakes, faults, attacks, or failures. A common thread among outsider-type management teams, those combining excellent operating and capital allocation skills, is their ability to thrive during challenging times. When stress occurs in their product and financial markets, ove

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