Kairos (@kairospraxis) 's Twitter Profile
Kairos

@kairospraxis

Just another brick in the wall street

ID: 1886165457599700992

calendar_today02-02-2025 21:31:38

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There's always concern over $CSU's ability to deploy more and more cash as they grow, but imo this underestimates the power of larger acquisitions. One $200M deal like TECVIA and that's already 13% of their entire 2024 M&A spend (around 1.5B). (h/t Jerry Capital)

There's always concern over $CSU's ability to deploy more and more cash as they grow, but imo this underestimates the power of larger acquisitions. 

One $200M deal like TECVIA and that's already 13% of their entire 2024 M&A spend (around 1.5B).

(h/t <a href="/JerryCap/">Jerry Capital</a>)