Serial acquirers Q1 2024: The return of animal spirits
Research Update
2024-05-27
07:00
Redeye provides its Q1 2024 sector update for Swedish serial acquirers. We discuss recent news flow for the companies we cover and how valuations have returned to more optimistic levels since the fall of 2023. Inspired by a recent InPractise interview, we examine how serial acquirers in our index have handled purchase price allocation in the last 10 years. Lastly, we review Brad Jacobs’ book on how to make a few billion dollars.
CB
NS
Christian Binder
Niklas Sävås
Disclosures and disclaimers