New chapter for Partnership Investing
Dear Readers,
Global Quality Investing
Global Quality Investing is a publication of my research to find high-quality companies worldwide. This newsletter will take you around the world to find the highest quality compounders with a bias towards smaller companies.
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Read 2 days ago and current, but nothing has been published for 4 years.
Latest posts
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 it still has its best days ahead of it.
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 15-25% over the next decade.
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 governments around the globe to handle the complexity.
Q2 2022 Quarterly Update Partnership Investing Portfolio
Quarterly update on the Partnership Investing portfolio, the new Quality Score, upcoming posts and more.
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 margins, ROIC >50% and >30% organic growth!
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 resulting in a >1500% return over a decade.
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. Today, I reflect on what makes them successful.
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 it special today!
Q1 2022 Quarterly Update Partnership Investing Portfolio
Review of the portfolio as of Q1 2022 and general comments on the blog moving forward.