# acquirer (blogs) — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover acquirer. Page: Feed: --- ## [The Nuances of Revenue Timing](https://theserialedge.substack.com/p/the-nuances-of-revenue-timing) _2026-08-18 · The Compounding Tortoise · The Serial Edge_ Thoughts on why quarterly headline numbers drive more volatility ## [Q2/1H 2026 - Constellation Software](https://theserialedge.substack.com/p/q21h-2026-constellation-software) _2026-08-12 · The Compounding Tortoise · The Serial Edge_ Margin pressure due to incoming acquisitions and timing, 3.5% organic maintenance revenue growth ex. Altera ## [Q2 2026 - Topicus.com](https://theserialedge.substack.com/p/q2-2026-topicuscom) _2026-08-06 · The Compounding Tortoise · The Serial Edge_ Small M&A still sluggish, and lowest IRR within the CSI family ## [Q2 & 1H 2026 - Lumine](https://theserialedge.substack.com/p/q2-and-1h-2026-lumine) _2026-08-05 · The Compounding Tortoise · The Serial Edge_ The expected EBITA rebound in Q2 - record capital deployment should drive close to 30% EBITA growth in FY27 ## [Some Small Portfolio Tweaking](https://theserialedge.substack.com/p/some-small-portfolio-tweaking) _2026-07-31 · The Compounding Tortoise · The Serial Edge_ Selling out of a smaller-sized position we trimmed well; buying more of a promising serial acquirer ## [Karnell is crushing it](https://sherwoodletter.substack.com/p/karnell-is-crushing-it) _2026-07-24 · Joel Sherwood · Sherwood Investment Letter_ Under-the-radar Swedish compounder posts a fantastic Q2 ## [Q3 2026 - Diploma PLC](https://theserialedge.substack.com/p/q3-2026-diploma-plc) _2026-07-19 · The Compounding Tortoise · The Serial Edge_ Another quarterly update, another raise in the full-year guide ## [Q2 & 1H 2026 - Lifco](https://theserialedge.substack.com/p/q2-and-1h-2026-lifco) _2026-07-14 · The Compounding Tortoise · The Serial Edge_ 9-ish percent organic EBITA growth in Q2 2026, after -6% in Q2 last year ## [Home free for Hemnet](https://sherwoodletter.substack.com/p/home-free-for-hemnet) _2026-07-12 · Joel Sherwood · Sherwood Investment Letter_ Terry Smith, REQ, Hemnet & earnings this week. ## [Snippets from Our 1H 2026 Letter](https://theserialedge.substack.com/p/snippets-from-our-1h-2026-letter) _2026-07-07 · The Compounding Tortoise · The Serial Edge_ The pieces on our serial acquirers ## [Meet Claude, an AI assistant (Sponsored)](https://crawlproof.com/a/x5CQZtyKyeyS) _2026-07-07 · **Sponsored**_ Chat with Claude at claude.ai — a conversational AI assistant. ## [Trimming One Position, Buying More of Two Serial Acquirers](https://theserialedge.substack.com/p/trimming-one-position-buying-more) _2026-07-02 · The Compounding Tortoise · The Serial Edge_ Some prudent portfolio management as we see accelerating fundamental momentum ## [Are We Buying More of This Serial Acquirer?](https://theserialedge.substack.com/p/are-we-buying-more-of-this-serial) _2026-07-02 · The Compounding Tortoise · The Serial Edge_ Implied CAGR ranging from 16-26% over the next five years ## [A banger investment book](https://sherwoodletter.substack.com/p/a-banger-investment-book) _2026-06-30 · Joel Sherwood · Sherwood Investment Letter_ And Hemnet in the doghouse ## [A Midsummer night's dream investment](https://sherwoodletter.substack.com/p/a-midsummer-nights-dream-investment) _2026-06-21 · Joel Sherwood · Sherwood Investment Letter_ Dancing like a frog this Midsummer over the latest prices ## [Serial Acquirer Masterclass](https://sherwoodletter.substack.com/p/serial-acquirer-masterclass) _2026-06-16 · Joel Sherwood · Sherwood Investment Letter_ No jargon. Just the simple math behind the market's best kept secret ## [A bit of scuttlebutt on Hemnet - Sweden's biggest mystery](https://sherwoodletter.substack.com/p/a-bit-of-scuttlebutt-on-hemnet-swedens) _2026-06-09 · Joel Sherwood · Sherwood Investment Letter_ A chat with a realtor ## [Anti-fragile? Serial acquirers?](https://sherwoodletter.substack.com/p/anti-fragile-serial-acquirers) _2026-06-01 · Joel Sherwood · Sherwood Investment Letter_ The best of both worlds? ## [My favorite Swedish monopoly continues to drop](https://sherwoodletter.substack.com/p/my-favorite-swedish-monopoly-continues) _2026-05-25 · Joel Sherwood · Sherwood Investment Letter_ Hemnet RSI down in the 20s last week ## [Sweden's best serial acquirer right now?](https://sherwoodletter.substack.com/p/swedens-best-serial-acquirer-right) _2026-05-14 · Joel Sherwood · Sherwood Investment Letter_ Stellar Q1 report. Up 36% for me since February. ## [A Friend Gave You $30 (Sponsored)](https://crawlproof.com/a/x1PGwfmK10sO) _2026-05-14 · **Sponsored**_ Sign up, deposit $5 within 30 days, and start investing with expert guidance. ## [Bought more Adobe after 20% rise for my Swedish compounders](https://sherwoodletter.substack.com/p/bought-more-adobe-after-20-rise-for) _2026-04-27 · Joel Sherwood · Sherwood Investment Letter_ My buy of the week