Global Quality Investing
Subscribe
Sign in
Home
Archive
About
New
Top
Discussion
New chapter for Partnership Investing
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…
Sep 26, 2022
•
Partnership Investing
7
2
Share this post
New chapter for Partnership Investing
partnershipinvesting.substack.com
Copy link
Facebook
Email
Notes
Other
Medistim - A dominant force in its Medical Devices niche
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…
Sep 1, 2022
•
Partnership Investing
7
8
Share this post
Medistim - A dominant force in its Medical Devices niche
partnershipinvesting.substack.com
Copy link
Facebook
Email
Notes
Other
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…
Aug 19, 2022
•
Partnership Investing
8
9
Share this post
CSAM Health - Serial acquirer run by Outsider owner-operators
partnershipinvesting.substack.com
Copy link
Facebook
Email
Notes
Other
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…
Aug 1, 2022
•
Partnership Investing
4
Share this post
Avalara - Creating a global compliance platform
partnershipinvesting.substack.com
Copy link
Facebook
Email
Notes
Other
July 2022
Q2 2022 Quarterly Update Partnership Investing Portfolio
Quarterly update on the Partnership Investing portfolio, the new Quality Score, upcoming posts and more.
Jul 26, 2022
•
Partnership Investing
7
4
Share this post
Q2 2022 Quarterly Update Partnership Investing Portfolio
partnershipinvesting.substack.com
Copy link
Facebook
Email
Notes
Other
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…
Jul 1, 2022
•
Partnership Investing
6
4
Share this post
ChemoMetec - Bringing process and quality control to Life Sciences
partnershipinvesting.substack.com
Copy link
Facebook
Email
Notes
Other
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…
Jun 3, 2022
•
Partnership Investing
8
5
Share this post
Keywords Studios - Serial-acquirer in the Gaming industry
partnershipinvesting.substack.com
Copy link
Facebook
Email
Notes
Other
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…
May 19, 2022
•
Partnership Investing
7
2
Share this post
Learnings from Swedish Serial Acquirers
partnershipinvesting.substack.com
Copy link
Facebook
Email
Notes
Other
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…
May 2, 2022
•
Partnership Investing
5
1
Share this post
ArcticZymes Technologies - High-margin supplier to the next generation of Life Sciences
partnershipinvesting.substack.com
Copy link
Facebook
Email
Notes
Other
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.
Apr 20, 2022
•
Partnership Investing
6
Share this post
Q1 2022 Quarterly Update Partnership Investing Portfolio
partnershipinvesting.substack.com
Copy link
Facebook
Email
Notes
Other
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…
Apr 13, 2022
•
Partnership Investing
9
4
Share this post
Farfetch - Integrating the luxury value chain
partnershipinvesting.substack.com
Copy link
Facebook
Email
Notes
Other
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…
Mar 14, 2022
•
Partnership Investing
4
4
Share this post
CellaVision (CEVI-ST) - Bringing blood testing into the Digital Age
partnershipinvesting.substack.com
Copy link
Facebook
Email
Notes
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts