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Delivering a 33% p.a. total return over the last decade, Medistim has been a successful European compounder by dominating its niche. I will explore if it still has its best days ahead of it.
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CSAM Health displays many qualities of a serial acquirer set to create shareholder value. These qualities set them up to compound intrinsic value at 15-25% over the next decade.
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Dear Readers, I was able to improve myself as a writer and investor through this blog. After about 18 months and 1500 subscribers, I have found an exciting opportunity to further my career and development. On October 1st, I will be joining the In Practise
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There are only two certainties in life; death and taxes. Avalara is working towards its ambition of being the key tax partner for businesses and governments around the globe to handle the complexity.

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Quarterly update on the Partnership Investing portfolio, the new Quality Score, upcoming posts and more.
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ChemoMetec has an incredible growth track record, high profit margins and incredibly low customer churn. Find out why this company has >50% EBITDA…
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KWS is consolidating outsourced service providers at a rapid pace. Its scale advantage and high barriers to entry provides it with an incredible moat…
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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…
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ArcticZymes combines revenue growth of >25% and margins >50%. Its products will help make the next generation of therapies possible. Find out what makes…
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Review of the portfolio as of Q1 2022 and general comments on the blog moving forward.
Are you looking for a marketplace business with best-in-class technology whose value proposition makes every stakeholder better off? Well, I think I…
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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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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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