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Sidecar Investing (v2.0)
Serial Acquirers, Escaping Base Rates and Underwriting Uncertainty
Jul 14, 2022
Essays on Acquisition-Driven Compounders
I'm happy to share REQ's H1 2023 letter featuring articles our team has worked on over the past six months.
Jul 6, 2023
Joining REQ Capital
I'm happy to announce that I've joined the investment team at REQ Capital, based in Oslo.
Oct 24, 2022
Constellation Software, Lifco, TransDigm, Lagercrantz, VMS, Decentralization 101
Musings on Serial Acquirers #1🎉
Jul 29, 2022
Thriving During Drawdowns
Nassim Nicholas Taleb, in his book, Antifragile, defined antifragility as: a property of systems in which they increase in capability to thrive as a…
May 6, 2022
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