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In Investing, Siz(ing) Matters

Gen. Robert H. Barrow, Commandant of the Marine Corps, noted in 1980 that… Amateurs talk about tactics, but professionals study logistics. Similarly, in the investing world, “stock selection” is talked…

Investors, Beware the Acquisition

“…Among Russell 3ooo firms with acquisitions greater than 5% of acquirer enterprise value, post M&A acquirer returns have underperformed peers in general.” This quote from a recent S&P study says it…