TIP819: Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O'Malley

You're listening to TIP. Today we discussed one of the Titans of Serial Acquires, a company with over 275 acquisitions under its belt. And no, it's not a vertical market software acquirer. These companies are in niche industrial markets like Demolition Robotics. You could say it's actually an anti-constellation software.

in nature, but it's still compounding earnings at 14% per year since its IPO, providing investors with multiple decades of sustainable, high-quality growth. And this signals market beating capital efficiency, which they've accomplished and are continuing to expand on. And what really surprised me was that they haven't diluted shareholders at all while scaling this business up and compounding free cash flow well above 20% since going public. We'll examine LyftGo's past, present, and future today and whether their acquisition criteria will continue generating market beating returns in the future. You're listening to the Intrinsic Value podcast by the Investors Podcast Network.

Since 2014, with over 180 million downloads, we've learned directly from the world's best investors. Now, We're applying those lessons to analyze businesses and investment opportunities every week, helping you uncover intrinsic value. This show is not investment advice, it's intended for informational and entertainment purposes only. All opinions expressed by hosts and guests are solely their own, and they may have investments in the securities discussed.

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