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Adyen
The standout payments player from 2 years ago deserved an update.
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Nordic Industrials - 2025
Jul 14, 2025
•
Ole
30
3
Serial Acquirers - 2024
Sep 3, 2024
•
Ole
69
11
10
Topicus
Apr 30, 2025
•
Ole
52
15
4
Asseco Poland
Nov 30, 2025
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Ole
51
4
2
Business Writeups
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Adyen
The standout payments player from 2 years ago deserved an update. 20% growth, 4% free cashflow yield and a massive net cash position (finally) being…
Jun 23
•
Ole
6
2
Q1 26 Key Holdings Update
Cover: Topicus, Medistim, Shift4 and Harvia.
May 8
•
Ole
7
2
1
Investment AB Latour
Excellent Track-record shadowed by a NAV premium finally being closed.
Mar 15
•
Ole
9
2
2
Kontron AG
Growing Order Backlog, Improved Business Quality & Price down. Opportunity?
Mar 8
•
Ole
11
3
Investor AB - FY2025 Update
Underlying EBITA growth and Contributors in a record year and our thoughts on Valuation for the Family-run Conglomerate
Feb 19
•
Ole
5
1
Asseco Poland
Layer upon layer of Holding Structures - enabling autonomy + aligned incentives in both operations and capital allocation.
Nov 30, 2025
•
Ole
51
4
2
Eurofins Scientific
36,000% return over 25 years, then flat for the last 3. Could now be a good time to look at this compounder?
Oct 2, 2025
•
Ole
11
6
Medistim
Norwegian Medical Equipment Leader currently growing 25%, EBIT margins of 30% and ROIC of 35%
Sep 13, 2025
•
Ole
17
4
Sector Writeups
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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
30
3
Serial Acquirers - 2024
Translating wisdom from REQ Capital into screening the field
Sep 3, 2024
•
Ole
69
11
10
Payment Providers - 2024
Exploring Investment Opportunities in the Competitive Payments Landscape
Jul 12, 2024
•
Ole
12
7
Investing Journal
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Inside the Corner - June 2026
Lesson from Buffett applied to Adyen's stock. Norbit M&A. Insider purchases. Shift4 Rating update. Investor expensive (?) and a mispriced holding for…
4 hrs ago
•
Ole
1
1
Inside the Corner - May 2026
AG Barr, Investor (ABB), MBB (DTS, Aumann), Shift4 and Adyen. + Lessons from Adnan (REQ) about Serial Acquirers.
May 29
•
Ole
3
1
Bench and Watchlist - Q3 2026
Cover: Harvia, Momentum Group, Scottish Mortgage, AG Barr and GCI Liberty
May 5
•
Ole
11
1
3
Inside the Corner - April 26
20x variance in returns from same growth? Portfolio Update and a new idea to replace Secure Waste Infrastructure.
Apr 26
•
Ole
7
3
1
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