Programmatic Serial Acquirers: finding underappreciated compounders
In the dynamic world of investing, there are loads of strategies, many pitched by self-interested pundits claiming to provide sage advice. One strategy that is...
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In the dynamic world of investing, there are loads of strategies, many pitched by self-interested pundits claiming to provide sage advice. One strategy that is...
I previously wrote about Decisive Dividend Corporation’s business model and segments, acquisition history and a brief overview of the company and management team....
Green flags abound, is this serial acquirer a potential compounder?Decisive Dividend Corporation Proposes Expanded Credit Facility After the market closed on...
On the SaaS Buyers Club Podcast, I had the pleasure of joining hosts Omeed Tabiei and Joe Prencipe from Optimist Legal alongside my colleague James Degreef from...
In the age of information, it can be difficult to differentiate data that matters from data that doesn’t. SaaS rollups often encounter metrics which may indicate...
Constellation Software Inc. has one of the greatest roll-up strategies of our time, and its success in the aggregator space has inspired many serial acquirers to try...