"Decent insight... Although I will say that trying to find companies that add value through acquisitions is probably more work than ever desired unless you're looking exclusively at serial acquirers. 83% of acquisitions fail to add value for shareholders. And at that point, with the amount of effort you're putting into it, you're putting down dollars to pick up quarters."
You mention one stock profiled is up 200%. Could you share how the others have done?
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Very good insight!
Glad you liked the post Santiago
This is the cheat code in one screenshot: 59.82% of returns from EBITDA growth, 44.78% from multiple expansion, dividends basically irrelevant. 
Real multibaggers are execution + re-rating, not yield. I run similar “thesis → trade” frameworks on TraderNation (@tradernation) — link in profile.
Wondering how many of the companies were spinoffs??
"Decent insight... Although I will say that trying to find companies that add value through acquisitions is probably more work than ever desired unless you're looking exclusively at serial acquirers. 83% of acquisitions fail to add value for shareholders. And at that point, with the amount of effort you're putting into it, you're putting down dollars to pick up quarters."