Global Quality Investing

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Vitec Software (VIT.B-SS) - A Swedish compounding machine
We add Vitec Software to the Partnership Investing portfolio. This serial acquirer reminds us of a smaller Constellation Software with lots of room to…
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Partnership Investing
13
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
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
5
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
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
5
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
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
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…
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Partnership Investing
8
Surgical Science Sweden (SUS-ST) - A high growth play on robotic surgery
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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Partnership Investing
1
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
New chapter for Partnership Investing
Dear Readers,
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Partnership Investing
2
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
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