Finding A ‘Cusper’ To Run Your Acquisition

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During his recent interview with Tobias, Michael Girdley, Executive Chairman at Dura Software discussed Finding A ‘Cusper’ To Run Your Acquisition. Here’s an excerpt from the interview: Michael: Yeah. Our model is actually– we look for a very specific type of person, so we look for a man or woman that we call … Read More

One Stock Superinvestors Are Buying Or Holding (18)

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As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth … Read More

Bankruptcy Gamblers

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Bankruptcy Gamblers. Here’s an excerpt from the episode: Tobias: It’s just the market is full of gamble at the moment. I doubt that most people who are buying that even know that it’s in bankruptcy. … Read More

The Playbook – System of Systems for Business and Startup Management for Companies with <50 Employees

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During his recent interview with Tobias, Michael Girdley, Executive Chairman at Dura Software discussed his Playbook – System of Systems for Business and Startup Management for Companies with <50 Employees. Here’s an excerpt from the interview: Tobias: That’s kind of interesting. Often you find these things, they’ve got to the peak of some … Read More

Aswath Damodaran: When So Called Pros Bet And Make Money It’s Skill, When Robinhood Investors Make Money It’s Speculation. Why?

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In this interview with CNBC, Aswath Damodaran highlighted the hypocrisy of commentary coming from so called professional investors and market commentators towards Robinhood investors, some of which have been generating outsized returns. Here’s an excerpt from the interview: Q: Robinhood often gets the focus here especially because they’re part of … Read More

The Right Size II

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Right Size II. Here’s an excerpt from the episode: Jake: Alright are we ready for some veggies to part two of on being the right size, Bill. Jake: Last week, we talked about how … Read More

(Ep.72) The Acquirers Podcast: Michael Girdley – Niche Acquirer, Dura Software’s Hyper-Niche SME Acquisition Strategy

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In this episode of The Acquirer’s Podcast Tobias chats with Michael Girdley, Executive Chairman at Dura Software, a firm that specializes in acquiring hyper-niche software businesses. During the interview Michael provided some great insights into: Finding Opportunities In Horizontally Focused Hyper-Niche Software Businesses The Playbook – System of Systems for … Read More

Price Drives Diligence

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Price Drives Diligence. Here’s an excerpt from the episode: Bill: Yeah, I can do it. I guess the security that resides in my portfolio that is both the biggest and is most on my mind … Read More