MI310: A Serial Acquirers Deep Dive w/ Chris Mayer
The Intrinsic Value Podcast - The Investor’s Podcast Network
Introduction to Serial Acquirers
This chapter introduces the concept of serial acquirers and discusses their value, the differences between good and bad ones, and their ability to generate high returns on capital and resilience. It also explores the speaker's initial skepticism and subsequent interest in serial acquirers like Constellation Software and HICO, along with their discovery of this business model after their 100-bag study.
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