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New chapter for Partnership Investing
Dear Readers,
Sep 26, 2022
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Partnership Investing
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New chapter for Partnership Investing
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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
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Partnership Investing
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Medistim - A dominant force in its Medical Devices niche
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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…
Aug 19, 2022
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Partnership Investing
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CSAM Health - Serial acquirer run by Outsider owner-operators
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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
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Partnership Investing
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Avalara - Creating a global compliance platform
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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
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Partnership Investing
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Q2 2022 Quarterly Update Partnership Investing Portfolio
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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
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Partnership Investing
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ChemoMetec - Bringing process and quality control to Life Sciences
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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
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Partnership Investing
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Keywords Studios - Serial-acquirer in the Gaming industry
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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
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Partnership Investing
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Learnings from Swedish Serial Acquirers
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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
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Partnership Investing
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ArcticZymes Technologies - High-margin supplier to the next generation of Life Sciences
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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
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Partnership Investing
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Q1 2022 Quarterly Update Partnership Investing Portfolio
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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
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Partnership Investing
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Farfetch - Integrating the luxury value chain
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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
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Partnership Investing
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CellaVision (CEVI-ST) - Bringing blood testing into the Digital Age
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