2min chapter

Value Investing with Legends cover image

The Art of Fund Management with Chase Sheridan & Will Pan

Value Investing with Legends

CHAPTER

Mergers and Acquisitions Create Value

I think there is some persistent patterns among the subset of mergers and acquisitions that do create value. And you can look at bercher hathaway, 20 years after warran buffet became famous,. You would probably be able to predict that his next acquisition was more likely to be value creating than value destroying. There are players out there who are doing this on a regular basis, buildstone at s s an c alin buchard at almentation, cuctarge, ser goden at c g i Among others. But they don't always trade for valuations that are attractive enough for us to invest.

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