good article, richsif13 Aug 2015 01:02
Extract: "Clearly there has to be an element of trust in the management team's execution here that they don't overpay for businesses (historically not the case) and that increased cash flow accompanies these acquisitions and covers interest payments. This represents the most unquantifiable risk going forwards but investors take these acquisition risks with almost all quoted technology companies, it's hardly unique to Globo."
...let's see