Investor. Interested in global high-quality companies Read my work @ https://xitter.gq/t.co/xjjFrNpuo1 DM open
Global
Joined April 2021
- Tweets1.2K
- Following505
- Followers3.4K
- Likes898
Pinned Tweet
Subscribers to Global Quality Investing have received a new write-up about $MEDI Medistim.
$MEDI is another quality European compounder that deliver a 33% total return p.a. for the last decade.
Find out how they got there here:
partnershipinvesting.substac…
Partnership Investing retweeted
We're hiring Research Analysts at In Practise.
The role
You'd cover a handful of public companies in depth and spend most of your time on the phone with former executives, customers, distributors and suppliers of those businesses. Map the value chain and the unit economics, then curate the work into research we publish.
Four mandates: Generalist / IP References, Semiconductors, Life Sciences, Energy. Detail in the images.
Requirements
• Minimum 3 years buyside or sell side
• Sector experience for the specialist mandates
• Judgement about which questions matter to an investment case
Terms
• Remote and full-time, offices in London and Madrid
• Cash + equity compensation
How to apply
Send three things to [email protected], subject "In Practise - Research Analyst":
1. Cover letter
2. CV + LinkedIn
3. An investment thesis on a company of your choice, minimum five pages
The thesis is read first and weighed most heavily. Applications missing any of the three won't be reviewed.
Partnership Investing retweeted
We created a new research platform with the goal of covering 150+ investable, sub-$500M market cap companies globally. Re-tweet this post and we’ll give you 6 months free trial to our service
New episodes out by @_inpractise. New weekly series on primary research.
open.spotify.com/episode/29N…
@chriswmayer @SleepwellCap @ElliotTurn @Anrosenblum
Partnership Investing retweeted
As long as GGR is generated, who cares about the source right? $EVO
"when the police officially announced they would track down online casinos, many brands became afraid and wanted to leave the market. This...created an opportunity for new brands that didn't care about the law"
$EVO ‘s financials are very pretty but the details about how some of the “Asia” and “unregulated” revenue is generated is not so pretty
Mirror websites to avoid bans, renting/rotating bank accounts, cash to middlemen…
H/t @_inpractise great expert find
Partnership Investing retweeted
$EVO ‘s financials are very pretty but the details about how some of the “Asia” and “unregulated” revenue is generated is not so pretty
Mirror websites to avoid bans, renting/rotating bank accounts, cash to middlemen…
H/t @_inpractise great expert find
Who are the people most knowledgeable on $EVO Asia presence or Asian iGaming in general? Conducting some research that might be of value to people interested @Pierreobv @Lou_Mannheim @gnufs @chriswmayer @longriver_hk @Lakrixx
Partnership Investing retweeted
New interview with an APAC-based B2B aggregator on $EVO and live casino operations...
Partnership Investing retweeted
We share context to our recent research on HEICO and PMA vs OEM Power
PMAs can have 50%+ EBITDA margin and its buried in HEI FSG Segment
We've been exploring the limitations and opportunities for $HEI PMA portfolio
Partnership Investing retweeted
Thought we'd give this a try
We share more context to our recent piece on $TDG and how Boeing is looking to take back ownership of the aftermarket from suppliers
Partnership Investing retweeted
Book giveaway!
Ronald Fagerfjäll, the legendary business journalist who joined us in episode 50, has generously signed two of his books for a giveaway. To participate:
📚Like & Retweet
📚Follow us (so we can DM you)
The winners will be announced on Friday, October 27.
Partnership Investing retweeted
ok, plan to dive into bioprocessing and Danaher, Sartorius, $tmo in q4
two questions:
best primers to start?
which parts of the value chain are more opaque / less well-covered that we should focus on?
Partnership Investing retweeted
Our recent interview with Former VP at Intuitive Surgical $ISRG shares insight into the switching costs of the Da Vinci ...
What are some European/North American serial acquirers that are not public?
Like Röko, Broviken, Valsoft, EG, Compounding Labs etc.
Bonus points if its actual perpetual capital (not PE-backed)
Partnership Investing retweeted
We're launching a New Enterprise Tier
While we plan to 4x the number of interviews we publish over the next 3 years, we believe curation and signal now matter more than ever.
Our New Enterprise Tier includes new content formats built from our private primary research
Wondering what competition for VMS businesses actually looks like?
We identified over >30 private VMS consolidators and published an analysis of how this could impact $CSU
Read it at @_inpractise
$CSU, $VIT.B
inpractise.com/articles/cons…