Serial Acquirer

Tagged analyses

depth score: 0

IEXQuality niche-pump compounder, fairly priced; wait for a wider margin of safety.

Hold · 2026-05-04

ROPA serial software acquirer trading at a discount the math says is suspicious.

Hold · 2026-05-04

IRA serial bolt-on acquirer of mission-critical air compressors trading near fair value.

Hold · 2026-05-04

APHWorld-class connector compounder, but priced for perfection at 2.5x base IV.

Avoid · 2026-05-03

AMEAMETEK is a wonderful business at a price that is merely fair.

Hold · 2026-05-03

COONumber-three contact lens player at 0.66x IV, but ROIC of 4.9% sinks the compounder thesis.

Hold · 2026-05-03

TDYQuality industrial roll-up at half of base IV — credible, but not a fastball.

Buy · 2026-05-04

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