Global Quality Investing

ArcticZymes combines revenue growth of >25% and margins >50%. Its products will help make the next generation of therapies possible. Find out what makes it special today!
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Review of the portfolio as of Q1 2022 and general comments on the blog moving forward.
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Thanks to supporters of this publication and the feedback on Twitter, I had the chance to attend the Redeye Serial acquirers themed event in Stockholm. Today, I reflect on what makes them successful.
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Are you looking for a marketplace business with best-in-class technology whose value proposition makes every stakeholder better off? Well, I think I have just found it.
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CellaVision has the marks of a high-quality business. It has demonstrated an ability to grow very profitably in an attractive niche. Find out what makes…
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An overview of the Gaming industry, its trends and an analysis of future developments. I will also discuss the Metaverse and how investors can think…
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PAR has all the qualities to become THE POS player in the enterprise restaurant segment. We find out the importance of POS and how PAR can have a…
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Cardlytics has a unique opportunity to become a natural monopoly. We explore how Cardlytics could execute on this promise and what risks investors must…
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Updating our readers on recent developments and announcement on future content!
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Here are five stocks we are watching closely.
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We add a small position in Surgical Science Sweden to the Partnership Investing Portfolio. This company is well-positioned in an attractive niche and…
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Our thoughts about an alternative business analysis method
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Global Quality Investing

Global Quality Investing is a publication of my research to find high-quality companies worldwide. This newsletter will take you around the world to find the highest quality compounders with a bias towards smaller companies.
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Global Quality Investing

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