Q1 2022 letter: +7% gross returns YTD (in USD, +11% in SEK)
https://mailchi.mp/91b2258f7c7d/being-and-investments-forth-investment-16091150
- 11 mars
Apollo examining a cash offer for Pearson, shares up 24%
Apollo examining a cash offer for Pearson, shares up 24% | Reuters
- 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
- 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...
- 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...