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Inside the Corner - September 2026
Sentiment follows Price. A look at the Portfolio after a month of not checking prices.
Sep 30
•
Ole
5
1
Norbit
Excellent track-record, Ambitious growth goals and Valuation down = Opportunity?
Sep 27
•
Ole
10
4
4
Nekkar - Part II
A late-cycle defence beneficiary, with improving revenue quality and the foundations of an advantaged industrial technology acquirer.
Aug 28
•
Ole
4
2
Inside the Corner - August 2026
Momentum vs Fundamental investing & Portfolio Update
Aug 25
•
Ole
4
1
Q2 26 Key Holdings Update
Adyen, Constellation, Topicus, AG Barr, Harvia, Lemonade and (next writeup) Norbit
Aug 17
•
Ole
8
2
Most Popular
View all
Nordic Industrials - 2025
Jul 14, 2025
•
Ole
31
4
Serial Acquirers - 2024
Sep 3, 2024
•
Ole
69
11
9
Topicus
Apr 30, 2025
•
Ole
52
15
4
Asseco Poland
Nov 30, 2025
•
Ole
53
4
2
Business Writeups
View all
Norbit
Excellent track-record, Ambitious growth goals and Valuation down = Opportunity?
Sep 27
•
Ole
10
4
4
Nekkar - Part II
A late-cycle defence beneficiary, with improving revenue quality and the foundations of an advantaged industrial technology acquirer.
Aug 28
•
Ole
4
2
EQT
Europe's leading alternative asset manager, for the first time trading cheaper than it's big brother
Jul 21
•
Ole
12
4
Investor - NAV discount gone
22% YTD return. Breaking down forward CAGR scenarios, the case for more debt, and a look at Capital Allocation.
Jul 8
•
Ole
10
5
1
Adyen
The standout payments player from 2 years ago deserved an update.
Jun 23
•
Ole
6
3
Investment AB Latour
Excellent Track-record shadowed by NAV premium finally being closed.
Mar 15
•
Ole
9
2
3
Kontron AG
Growing Order Backlog, Improved Business Quality & Price down. Opportunity?
Mar 8
•
Ole
12
4
Asseco Poland
Layer upon layer of Holding Structures - enabling autonomy and aligned incentives in operations and in capital allocation.
Nov 30, 2025
•
Ole
53
4
2
Sector Writeups
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Nordic Industrials - 2026
Third edition of Nordic Industrials. Updated list and a look at the performance from past screens.
Jul 31
•
Ole
14
3
Serial Acquirers - 2026
Updated Deep-dive into 7 Acquisitive Industrial Companies
Apr 4
•
Ole
10
2
Nordic Industrials - 2025
Fourteen months ago, we explored top opportunities within the Nordic Industrial Compounder space. Since then, we've learned a few lessons, and now…
Jul 14, 2025
•
Ole
31
4
Serial Acquirers - 2024
Translating wisdom from REQ Capital into screening the field
Sep 3, 2024
•
Ole
69
11
9
Investing Journal
View all
Inside the Corner - September 2026
Sentiment follows Price. A look at the Portfolio after a month of not checking prices.
Sep 30
•
Ole
5
1
Inside the Corner - August 2026
Momentum vs Fundamental investing & Portfolio Update
Aug 25
•
Ole
4
1
Q2 26 Key Holdings Update
Adyen, Constellation, Topicus, AG Barr, Harvia, Lemonade and (next writeup) Norbit
Aug 17
•
Ole
8
2
Inside the Corner - July 2026
A key lesson learned, recent updates to a few of our Holdings having reported and our usual Portfolio Update.
Jul 26
•
Ole
7
1
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