Timing the Market (Note from London)
Some of the most interesting discussions at the London WFS conference occurred over coffee, in between sessions. Basically, established companies with scale and a defensible market position are getting offers. We are seeing the same thing in the US. As a group we are like boxers staggering around the ring after receiving too many blows to the head. If we don’t pay attention we will miss the fact that we are in an M&A bubble. Like all bubbles, this one will pop. The only question is, how long will it last.
Posted by NatBurgess, President on 07 December 2009
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