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The Compounding Tortoise @CompTortoise on x 8587 followers
Created: 2025-07-19 16:37:59 UTC
Chris Davies, CFO at Diploma Plc $DPLM in November 2023:
"On Windy City (Wire), I need to be careful I've only been here a year. Windy City is probably one of the best businesses I've ever seen."
He could easily call out Peerless now. Continued outperformance, and even if margins have normalized by 2027, this acquisition is on track to deliver an 18-20% un-levered cash IRR over a 15-year period...
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Related Topics iranian rial acquisition $dplm