Free Guide

The Math of
Serial Acquisition

Why Buying at 3x Compounds Differently Than Buying at 15x

Time to break even
Buy at 3x 3 years
Buy at 15x 15 years

Most investors understand this intuitively. Very few have seen the math of what happens when you do it repeatedly across a dozen acquisitions.

Syllabus

What’s Inside the Guide

  1. I.
    The Compounding Model What happens when you reinvest at 3x vs 15x over a decade. The math is stark.
  2. II.
    Why Digital Businesses Sell at 2.5-4.5x The structural reasons small online businesses trade at fractions of what public companies pay
  3. III.
    Real Portfolio Data Growth from $50K/quarter to $575K/quarter, sourced from SEC filings. Not projections.
  4. IV.
    Five Metrics That Matter How to tell if a serial acquirer is actually compounding: acquisition multiple, cash-on-cash returns, reinvestment rate, source of capital, per-share metrics
  5. V.
    The Scorecard Apply these metrics to any holding company. Rate each as Strong / Adequate / Concerning.

“The difference between 3x and 15x isn’t arithmetic. It’s the difference between a business that funds its own growth and one that never stops raising capital.”

Dom Wells
Dom Wells
About the Author

Dom Wells

CEO of Onfolio Holdings (Nasdaq: ONFO). Built from real data across seven acquisitions at a 3.4x blended multiple, all publicly filed with the SEC.

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The compounding model, real portfolio data, and a 5-metric scorecard for evaluating serial acquirers.

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This guide is educational and does not constitute investment advice. It is not a recommendation to buy or sell any security, including shares of Onfolio Holdings, Inc. (Nasdaq: ONFO). Portfolio data referenced is from publicly available SEC filings. Past performance does not guarantee future results. For Onfolio’s SEC filings, visit EDGAR.