Thread by @iamjoergb

#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)

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)

Change 2021 Q4 ▶️ 2022 Q2 (at the end of each)
by change in percent as of July 1st, 2022
Source: @theTIKR (4/4)

#SDI $SDI.L $ONEW #JDG $SDIP $CTS.TO $VOLO $EIF.TO $LAGR $INSTAL #DPLM $ADDT $TOI.V #HLMA $INDT $HEI $NIBE $ERF $EVO $CSU.TO $SRT $TDG $ROP $DHR