The Outsider Universe

Excellent track-record, Ambitious growth goals and Valuation down = Opportunity?

Sep 27 • Ole

Nekkar - Part II

A late-cycle defence beneficiary, with improving revenue quality and the foundations of an advantaged industrial technology acquirer.

Aug 28 • Ole

Europe's leading alternative asset manager, for the first time trading cheaper than it's big brother

Jul 21 • Ole

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

The standout payments player from 2 years ago deserved an update.

Jun 23 • Ole

Investment AB Latour

Excellent Track-record shadowed by NAV premium finally being closed.

Mar 15 • Ole

Growing Order Backlog, Improved Business Quality & Price down. Opportunity?

Mar 8 • Ole

Layer upon layer of Holding Structures - enabling autonomy and aligned incentives in operations and in capital allocation.

Nov 30, 2025 • Ole

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

Norwegian Medical Equipment Leader currently growing 25%, EBIT margins of 30% and ROIC of 35%

Sep 13, 2025 • Ole

Nordnet - 2025 Update

Stock up 50% since last writeup, what's next?

Jul 1, 2025 • Ole

A closer look at the Top-Ranked Company in the Serial Acquirer Sector Writeup

Apr 30, 2025 • Ole

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