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![ArenaManCapital Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1698371192225492992.png) ARENA MAN CAPITAL [@ArenaManCapital](/creator/twitter/ArenaManCapital) on x 1684 followers
Created: 2025-04-02 18:33:06 UTC

Studying $PNP.TO holdings has really made me appreciate $CSU.TO. CSU owns at least XX other businesses related to $QIS.V under Perseus alone. Would a competing allocator do a better job vs. the data that only $CSU.TO has? Many $PNP.TO holdings are difficult investment cases.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1907501562219594056/c:line.svg)

**Related Topics**
[investment](/topic/investment)
[$qisv](/topic/$qisv)
[$csuto](/topic/$csuto)
[$pnpto](/topic/$pnpto)
[arena](/topic/arena)

[Post Link](https://x.com/ArenaManCapital/status/1907501562219594056)