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Global Quality Investing

Partnership 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.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues24Founded5 years agoLast Issue4 years ago
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Latest Issues

New chapter for Partnership Investing

Dear Readers,

I was able to improve myself as a writer and investor through this blog. After about 18 months and 1500 subscribers, I have found an exciting opportunity to further my career and development.

On October 1st, I will be jo...

4 years ago
10
3

Medistim - A dominant force in its Medical Devices niche

Medistim is a Norwegian medical device company based in Oslo. The company sells medical devices used during cardiac and vascular surgeries and is a market leader in its niche.

Medistim went public in 2004.

Thanks for reading Global Qualit...

4 years ago
7
8

CSAM Health - Serial acquirer run by Outsider owner-operators

CSAM Health is a Norwegian company based in Oslo. The company was founded within the Oslo University Hospital and was later spun out in 2012. CSAM's strategy is to acquire specialized software in the Healthcare vertical and has applied its...

4 years ago
10
9

Avalara - Creating a global compliance platform

Avalara (ticker: AVLR) is an American software company founded by Scott McFarlane. The company provides businesses with cloud-based automated tax software. Founded in 2004, the company has built a compliance platform to help businesses navi...

4 years ago
5

Q2 2022 Quarterly Update Partnership Investing Portfolio

A lot has changed since the last update. So much, in fact, that there have been a few changes to the Partnership Portfolio and I have been recalibrating my criteria for future investments. I will discuss each position individually, but befo...

4 years ago
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