Perspectives
Fear and Greed: Psychology of a Market Cycle
Back in 2000, when I first moved to the picturesque city of Victoria, BC, I met with a realtor to discuss buying a house. My plan was to buy what I could afford now,...
The Importance of Ethics and Achieving Pareto Efficiency
Twenty-three years ago, one of the worst cases of fraud in the business world occurred—the Enron scandal. After leading investors astray with fraudulent accounting...
Wondering What’s up with Decisive Dividend? You should read this
I’m Investing heavily in my best ideas. Not investment advice, do your own due diligence.A compounder of a different sort. Decisive Dividend is anything but boring...
The Advantages and Challenges of the Serial Acquirer Business Model
In my previous article, I discussed how my perspective on entrepreneurship changed forever after discovering the serial acquirer business model.While I touched on...
Are serial acquirers a path to outsized returns or a costly fumble?
The serial acquisition model, executed well, can be very profitable for investors, but you need to WEED OUT the rookies!Invest too early and overpriced shares will...
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...
Decisive Dividend Corporation— A business model with Perpetual Repeatability
I previously wrote about Decisive Dividend Corporation’s business model and segments, acquisition history and a brief overview of the company and management team....
Decisive Dividend Corporation is Gearing up for More Acquisitions
Green flags abound, is this serial acquirer a potential compounder?Decisive Dividend Corporation Proposes Expanded Credit Facility After the market closed on...
Vanity metrics: what SaaS rollups should and shouldn’t be looking at
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...