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Growing through Multiple Roll-ups

M&A Science

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The Craziest Thing I've Seen in M&A

YouTube's acquisition by Google and Instagram's acquisition by Facebook are two of the best M&A deals I've seen. Microsoft buying an ad tech company for $6.2 billion was 100% loss on that investment. In 2021, I think this is going to go down in history as a cohort where you're going to see tremendous amount of write-offs and disasters.

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