
Looking for high-quality companies that create high shareholder returns. Investing for the long-term | Ex Buy-Side Equity Research Analyst
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 66 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||

Kinsale Q3 2026: An operating ROE above 20% despite fierce competition. A closer look at slowing premiums, investment income, and its record-low earnings multiple.
In my Q2 update, I highlighted the growing pressure on premium growth despi...
Q3 EBITA grew 56%, margins improved, and cash flow followed
In my Q2 update, I wrote that Röko’s acquisition engine was running again. Following a quieter 2025, with just two platform acquisitions and one add-on, the renewed deal activity...
Profitability continues to improve, the acquisition engine accelerates, and management will be shifting its attention toward organic growth and working capital
Three months ago, I argued that Teqnion’s turnaround was becoming increasingly...
Momentum Group AB
This is the sixth company profile in The Overlooked Serial Acquirers, a series examining twelve lesser-known acquisition-driven businesses.
A preview of my new insider transaction tracker in dark mode
In August, Teqnion’s CEO made a sizable purchase of shares in his own company. Teqnion is one of the Swedish serial acquirers I follow closely, so I would have liked to know abou...
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The writers behind this newsletter.
Looking for high-quality companies that create high shareholder returns. Investing for the long-term | Ex Buy-Side Equity Research Analyst
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