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#serialacquirer Big Picture 🌌
Sorry guys, I'm a little late this time 🫣
Q1 was a bloodbath for serial acquirers, the Q2 does not look much better. #DPLM and $ADDT have slipped back into the green zone. Our great swedish serial acquirers got it worst on a YTD basis. (1/4)
Sorry guys, I'm a little late this time 🫣
Q1 was a bloodbath for serial acquirers, the Q2 does not look much better. #DPLM and $ADDT have slipped back into the green zone. Our great swedish serial acquirers got it worst on a YTD basis. (1/4)
On April 2, I wrote to Q1: "Is now the time to buy the dip, I'm not sure about that " - I am still not sure. However, good serial acquirers have the chance to buy interesting companies cheaply during the crisis. This market will separate the wheat from the chaff. (2/4)
Change 2021 Q4 ▶️ 2022 Q2 (at the end of each)
by market cap as of July 1st, 2022
Source: @theTIKR (3/4)
by market cap as of July 1st, 2022
Source: @theTIKR (3/4)
