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M&A as a catalyst for small/mid-cap renaissance
The guest argued a boom in buyouts of small and mid-cap companies, particularly in software, could end their long underperformance and put a floor under their stocks.
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The story so far
CONTESTED · 16 MENTIONS · 14 EPISODES · 6 SHOWS
12 SEP 2025 — 3 AUG 2026 · 2W AGO
7 SUPPORT · 1 CHALLENGE · 2 REPEAT · 6 MENTIONED
- GOLDMAN SACHS EXCHANGES: THE MARKETS
6 EPISODES BETWEEN · 6 MENTIONS
- ANIMAL SPIRITS
- THE COMPOUND AND FRIENDS
- WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
- THE COMPOUND AND FRIENDS
- THE COMPOUND AND FRIENDS
- THE TWENTY MINUTE VC
- THE COMPOUND AND FRIENDS
- M&A as a catalyst for small/mid-cap renaissance · THIS IDEA
- THE COMPOUND AND FRIENDS
- THE COMPOUND AND FRIENDS · 2 MENTIONS
- ANIMAL SPIRITS · 2 MENTIONS
- CNBC FAST MONEY
- CNBC FAST MONEY
- CNBC FAST MONEY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD