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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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Latest Issues

Kinsale Q3 2026: Most Competitive Market in a Decade

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...

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Röko Q3 2026: EBITA +56%

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...

14 days ago
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Teqnion Q3 2026: The Turnaround Enters Its Next Phase 🌱

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...

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Momentum Group AB

Momentum Group AB

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Why I built a tool to track Swedish insider transactions

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...

25 days ago
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    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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