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    Q1 2022 letter: +7% gross returns YTD  (in USD, +11% in SEK)
    • 3 maj

    Q1 2022 letter: +7% gross returns YTD (in USD, +11% in SEK)

    https://mailchi.mp/91b2258f7c7d/being-and-investments-forth-investment-16091150
    Apollo examining a cash offer for Pearson, shares up 24%
    • 11 mars

    Apollo examining a cash offer for Pearson, shares up 24%

    Apollo examining a cash offer for Pearson, shares up 24% | Reuters
    Carvana to Buy KAR Global's U.S. vehicle auction business for over $2bn
    • 28 feb.

    Carvana to Buy KAR Global's U.S. vehicle auction business for over $2bn

    Carvana to buy KAR Global's U.S. vehicle auction business for over $2 bln | Reuters
    Takeda Pharmaceuticals - a value play with exposure to the "genomic revolution"
    • 18 dec. 2021

    Takeda Pharmaceuticals - a value play with exposure to the "genomic revolution"

    A short summary of Takeda Takeda is operating in an attractive segment of the market (less common diseases) which is growing, and is...
    50% gross IRR (42% net) since formation last year; beaten markets indices with 15-16 percentage poin
    • 10 sep. 2021

    50% gross IRR (42% net) since formation last year; beaten markets indices with 15-16 percentage poin

    We are happy to announce that we have by far exceeded our return targets during the last year and continue to perform significantly...
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