Sector Writeup

Serial Acquirers - The Generalists

Translating wisdom from REQ Capital into screening the field

Sep 3 •

Payment Providers

Exploring Investment Opportunities in the Competitive Payments Landscape

Jul 12 •

Scandinavian Industrial Compounders

A top-down perspective on a group of scandinavian industrials having achieved a 7-year CAGR of 22%

May 26 •

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