Slow Compounding

Slow Compounding

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Röko

Röko is waking up again. ⏰
After a weak 2025 for acquisitions, Röko started 2026 with renewed deal activity, stronger organic growth, and improving momentum.
May 31 • Alexander
CEO Interview #3: Fredrik Karlsson (Röko AB)
10 timeless questions for every CEO — plus 5 company-specific questions that matter most for long-term value creation
May 17 • Alexander
Deep Dive - Röko AB (Part 3)
Part 3 of my Röko deep dive examines whether Röko has the financial quality, management, moat, and valuation to become a long-term compounder.
Apr 26 • Alexander
Deep Dive - Röko AB (Part 2)
Part 2 explores how Röko sources, structures, and underwrites acquisitions — from acquisition criteria and due diligence to put/call liabilities…
Apr 19 • Alexander
Deep Dive - Röko AB (Part 1)
A deep dive into Röko AB’s origins, the Lifco blueprint behind the company, and why Röko may be emerging as one of the most interesting Nordic serial…
Apr 12 • Alexander
Röko AB: Can Fredrik Karlsson Build Another Lifco?
A quick introduction to Röko AB, the serial acquirer founded by former Lifco CEO Fredrik Karlsson. Why Röko’s broader, sector-agnostic model could make…
Apr 5 • Alexander
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