How to navigate
I group companies into two main baskets, which you’ll also find in the navigation bar:
Serial acquirers
Compounders
There are three different types of articles:
Company Snapshots — quick to read, easy to understand
Company Deep-Dives — detailed, long-form analysis
The Fundamentals — simple, educational pieces and practical frameworks
You find them grouped together in the menu bar:
Every Company Snapshot and Deep Dive is also filed under either Compounders or Serial Acquirers, so you can seamlessly navigate between related articles.
You’ll occasionally see Updates and written CEO Interviews:
Updates — Follow-ups on companies I cover
CEO Interviews — 10 timleless plus 5 company-specific questions for every CEO. Please refer to this introduction article:
In Valuation Bible & Investment Philosophy you’ll find the core principles of this Substack in one place—easy to access, easy to revisit.
The Navigation & Tools tab lets you browse everything on a company-by-company basis. I’ll create a dedicated tag for every company I cover and add new names to the Navigation page as soon as they’re featured. From there, you can also download:
The latest Excel-based financial history for every covered company (updated after quarterly and annual numbers are released)
Additional models and frameworks (e.g., Internal Value Compounding Rate, 3 Engines Model)
Company writeups (Deep-Dives & Snapshots)
Kinsale Capital Group: Link
Teqnion: Link
InPost: Link
Röko: Link
Download section
Engines Model: Go to Article
Multiple Arbitrage Model: Go to Article
