Scuttlebutt
Studying high-performing serial acquirers through a Nordic lens. Join 1,600+ other subs.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 5 | Founded | 6 years ago | Last Issue | 3 years ago |
| Active | |||||
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europeanscuttlebutt.substack.comLatest Issues
Essays on Acquisition-Driven Compounders
I'm happy to share REQ's H1 2023 letter featuring articles our team has worked on over the past six months. Additionally, we have included some book recommendations for you to explore. Have a great summer!
Joining REQ Capital
I'm happy to announce that I've joined the investment team at REQ Capital, based in Oslo. Thank you for your support and feel free to connect if you'd like to discuss anything related to high-performing serial acquirers. I've really enjoyed...
Constellation Software, Lifco, TransDigm, Lagercrantz, VMS, Decentralization 101
Decentralizing the M&A decision? 🤔
As many of you know, I recently wrote an updated version of my essay on Sidecar investing, with the following TLDR:
What if you could partner with a group of world-class capital allocators, stickin...
Sidecar Investing (v2.0)
Mergers and acquisitions are often viewed with some reservation among public shareholders. After all, most acquisitions fail to create value for the buying shareholders, especially on a per-share basis. In hindsight, the prices paid and the...
Thriving During Drawdowns
Nassim Nicholas Taleb defines antifragility in his book Antifragile as:
a property of systems in which they increase in capability to thrive as a result of stressors, shocks, volatility, noise, mistakes, faults, attacks, or failures.
A...
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