100 Baggers - Chris Mayer

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great book

good read

Read again

Coffee can portfoloio:  

One of my reasons for reading was because some of what I thought it was about ran contra to my opinion regarding M&A and a general interest in M&A.  My opinion was that M&A generally destroys value, yet companies and investors are constantly chasing it.  Companies pay too much, integration is hard, revenue synergies often missed, cost synergies - count only hard cost take outs, and cultural fit is often a myth.  So what did we learn: