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Meg Bear's avatar

You left off my biggest learning, this is mostly about public company M&A - ALL of the revenue of the acquired company goes to growth in the year it was acquired. This can give you a nice bump to your growth story but can also make future years growth needs more acute. Modeling the growth plans against shareholder value expectations and guiding appropriately is a key part of the puzzle and one that I think Bill McDermott is uniquely skilled in (I'd put Doug Kehring in this elite group as well)

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Paul Kimani's avatar

A well-written article as always. I enjoy reading your writing!

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