Global Quality Investing

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August 2022
CSAM Health - Serial acquirer run by Outsider owner-operators
CSAM Health displays many qualities of a serial acquirer set to create shareholder value. These qualities set them up to compound intrinsic value at…
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Partnership Investing
9
Avalara - Creating a global compliance platform
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…
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Partnership Investing
July 2022
Q2 2022 Quarterly Update Partnership Investing Portfolio
Quarterly update on the Partnership Investing portfolio, the new Quality Score, upcoming posts and more.
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Partnership Investing
4
ChemoMetec - Bringing process and quality control to Life Sciences
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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Partnership Investing
4
June 2022
Keywords Studios - Serial-acquirer in the Gaming industry
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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Partnership Investing
5
May 2022
Learnings from Swedish Serial Acquirers
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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Partnership Investing
2
ArcticZymes Technologies - High-margin supplier to the next generation of Life Sciences
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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Partnership Investing
1
April 2022
Q1 2022 Quarterly Update Partnership Investing Portfolio
Review of the portfolio as of Q1 2022 and general comments on the blog moving forward.
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Partnership Investing
Farfetch - Integrating the luxury value chain
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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Partnership Investing
6
March 2022
CellaVision (CEVI-ST) - Bringing blood testing into the Digital Age
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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Partnership Investing
4
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