Outsiders' Corner
OleAnalysis into 'Outsider' managers running great businesses, the ones we prefer to partner with for a long time.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 61 | Founded | 3 years ago | Last Issue | 19 days ago |
| Active | |||||
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outsiderscorner.comLatest Issues
Q1 26 Key Holdings Update
Cover: Topicus, Medistim, Shift4 and Harvia.
Disclaimer: This newsletter is provided for informational and educational purposes only. The views expressed are my own and do not constitute financial advice or recommendations to buy or sell a...
Bench and Watchlist - Q3 2026
This issue is free for all subscribers.
Summary:
Not every position earns its place. This quarter, one didn’t — and we exited before it could do real damage. That’s the bench working as intended, a key part of how we think about portfol...
Inside the Corner - April 26
20x variance in returns from same growth? Portfolio Update and a new idea to replace Secure Waste Infrastructure.
Disclaimer: This newsletter is provided for informational and educational purposes only. The views expressed are my own and d...
Price update
Price update
A quick pricing update (no change for current subscribers)
I’ll be increasing the price for new subscribers tomorrow, Monday, April 13th. For current subscribers, nothing changes — you’ll remain on your current plan going fo...
Serial Acquirers - 2026
Updated Deep-dive into 7 Acquisitive Industrial Companies
A year and a half after our first deep-dive into serial acquirers, we return with an updated look at seven elite capital allocators. If you’re new to the topic, we recommend startin...
Key Facts
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| Subscribers | Engagement | 71 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Looking for businesses able to reinvest capital at high returns, for a long time
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