Serial acquirers

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

Teqnion 2026 Q1 Confirmed the Thesis 🔥

I'm buying more shares

Apr 29 • 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

The Serial Acquirer Paradox Nobody Talks About 🤫

The Mechanics of Multiple Arbitrage

Mar 8 • Alexander

🔎 Teqnion: Don't get fooled by 2025 Q4 (+Chris Mayer Feedback)

A clean read-through of Teqnion’s Q4 2025: why the top line looks weak, how underlying EBITA and cash flow evolved, and what matters going forward.

Feb 25 • Alexander

Deep Dive - Teqnion AB (Part 3)

Show Me the Numbers: Cohorts, Margin Mix, and much more

Feb 18

Deep Dive - Teqnion AB (Part 2)

From Repairing to Re-Accelerating: What Changed in 2025

Feb 15 • Alexander

Deep Dive - Teqnion AB (Part 1)

From Compounding to Stress Test: Why the Model Cracked

Feb 11 • Alexander

Teqnion AB: Gaining Momentum

The "new Teqnion": Gaining Momentum

Feb 8 • Alexander

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