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[@ChapTwelveCap](/creator/twitter/ChapTwelveCap)
"$CSU.to Probably the most loved company in Canada (for good reason) Facing a major uncertainty that will linger for years (see for example quote below) Stock trades at a high multiple Leonard exiting Hard to see how perception improves unless AI does end up being an accelerant for the business somehow. Easy to see how perception could deteriorate. Could we say this is an opaque collection of software assets facing an existential uncertainty trading at a high multiple where the loved founder just left Why couldn't this trade at a 10%+ FCF yield in 1-2 years"  
[X Link](https://x.com/ChapTwelveCap/status/1973755507652333796) [@ChapTwelveCap](/creator/x/ChapTwelveCap) 2025-10-02T14:22Z 2288 followers, 4092 engagements


"@PineGroveCap04 @wlep : what is organic growth at $CSU.to Am I correct that they include growth from acquisitions immediately after buying them which would typically include a bump in price What would organic growth be today without any M&A"  
[X Link](https://x.com/ChapTwelveCap/status/1973834670472376684) [@ChapTwelveCap](/creator/x/ChapTwelveCap) 2025-10-02T19:37Z 2288 followers, XXX engagements


"$XX.v $FFH.to"  
[X Link](https://x.com/ChapTwelveCap/status/1978602450526310556) [@ChapTwelveCap](/creator/x/ChapTwelveCap) 2025-10-15T23:22Z 2288 followers, 2830 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@ChapTwelveCap "$CSU.to Probably the most loved company in Canada (for good reason) Facing a major uncertainty that will linger for years (see for example quote below) Stock trades at a high multiple Leonard exiting Hard to see how perception improves unless AI does end up being an accelerant for the business somehow. Easy to see how perception could deteriorate. Could we say this is an opaque collection of software assets facing an existential uncertainty trading at a high multiple where the loved founder just left Why couldn't this trade at a 10%+ FCF yield in 1-2 years"
X Link @ChapTwelveCap 2025-10-02T14:22Z 2288 followers, 4092 engagements

"@PineGroveCap04 @wlep : what is organic growth at $CSU.to Am I correct that they include growth from acquisitions immediately after buying them which would typically include a bump in price What would organic growth be today without any M&A"
X Link @ChapTwelveCap 2025-10-02T19:37Z 2288 followers, XXX engagements

"$XX.v $FFH.to"
X Link @ChapTwelveCap 2025-10-15T23:22Z 2288 followers, 2830 engagements

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/creator/twitter::1115642662898425861/posts