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• The Serial Edge

  Focusing solely on a select group of serial acquirers - sharing our in-depth reports, earnings recaps, M&A tracker, management interviews, valuation models and accounting nuances.

  10 posts · theirs

Lately

• The Nuances of Revenue Timing

  The Serial Edge · 2026-08-18

• Q2/1H 2026 - Constellation Software

  The Serial Edge · 2026-08-12

• Q2 2026 - Topicus.com

  The Serial Edge · 2026-08-06

• Q2 & 1H 2026 - Lumine

  The Serial Edge · 2026-08-05

• Some Small Portfolio Tweaking

  The Serial Edge · 2026-07-31

• Q3 2026 - Diploma PLC

  The Serial Edge · 2026-07-19

• Q2 & 1H 2026 - Lifco

  The Serial Edge · 2026-07-14

• Snippets from Our 1H 2026 Letter

  The Serial Edge · 2026-07-07

• Trimming One Position, Buying More of Two Serial Acquirers

  The Serial Edge · 2026-07-02

• Are We Buying More of This Serial Acquirer?

  The Serial Edge · 2026-07-02

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