The Magic Formula to Keep Compounding Amidst Slowing Growth
+ recapping the recent earnings reports, and determining the total consideration paid for M&A
Welcome to another bi-weekly digest to stay informed about everything that matters most to quality growth investors!
The goal of these digests:
to elaborate on premium members’ questions (you’ve provided some great inspiration for future posts and deep dives, thanks for that!);
to have a high-level discussion on some macro events;
to elaborate on some fundamental topics;
to talk about portfolio strategy;
to highlight a research piece that may be of interest to our members;
In case you’ve missed our previous articles/webinars/earnings recaps/deep dives:
+ much more on earnings reviews, fundamentals analysis
In this digest, we will discuss strategies for enhancing the odds of success in a long-term investment portfolio, particularly in light of potentially more muted earnings growth for many companies.
Additionally, we will address a question from one of our premium members regarding the total consideration paid for acquisitions given the existence of deferred payments.
Upfront: always great insights, thank you! I would really appreciate if you could once walk us through one of this purchase price agreements in one of your bi-weekly webinars. How to analyse them and what to watch out for? In my ignorance, I often skip them too quickly, mainly because I might not understand all moving parts in it. And if you could also elaborate on the rise of options in M&A for these serial acquirers to cover all contingencies or purchase deferals, and what are their impact for our analysis. It would help me tremendously - thanks in advance!
Lastly, we’ll share some third-party research on a moat’s longevity.