Tag: MergersAndAcquisitions

Build. Acquire. Repeat.<span class="badge-status" style="background:red">Premium</span> 

Build. Acquire. Repeat.Premium 

Some companies execute smart, strategic acquisitions better than others. Here’s a short list of publicly-traded FinTech & Info Services companies that do M&A well: CoStar Group (tkr: CSGP), Intercontinental Exchange (tkr: ICE), IHS Markit (tkr: INFO) SS&C Technologies (tkr: SSNC) and Verisk (tkr: VRSK). Click Here for Revenue, EBITDA and related metrics. We love FinTech … Continue reading Build. Acquire. Repeat.Premium 

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Corporate Amercia – We Are Not Fans of Share Repurchases – Invest Your Capital!

Corporate Amercia – We Are Not Fans of Share Repurchases – Invest Your Capital!

Recently Oracle's Board authorized an additional $12 Billion to the Company’s share repurchase authorization. We are not fans of share repurchases and fully understand why institutional investors like them - they reduce share count, boost EPS and mitigate downside risk. We hosted a recent podcast on the subject: Our view is that share repurchases imply … Continue reading Corporate Amercia – We Are Not Fans of Share Repurchases – Invest Your Capital!