NHF nib holdings limited

News: NIB acquires NZ health insurer , page-2

  1. 450 Posts.
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    I'm not a fan of companies that grow by acqusition (I believe in the 5:4:1 Rule...for every 10 acquisitions that are made, 5 destroy shareholder value outright, 4 might cover their cost of capital if the planets align perfectly, and just 1 is value accretive).

    But this deal done by NHF is an excellent one, in my view.

    I think it will prove to be highly value accretive, and in a sooner timeframe than I thought when I first looked at it.
 
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