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![AltayCapital Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1501322545491968000.png) AltayCap [@AltayCapital](/creator/twitter/AltayCapital) on x 12.6K followers
Created: 2025-07-10 22:41:35 UTC

Look at the 'growth' on the U.S. names. Growth comes via debt funded acquisitions. While 2587 has paid down debt and is net cash while revenue growth 5y cagr is higher than CPB. Sure if rates go back down a lot these will prob do well.

![](https://pbs.twimg.com/media/Gvh802QXcAA2rFT.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1943440491405807710/c:line.svg)

**Related Topics**
[quarterly earnings](/topic/quarterly-earnings)
[debt](/topic/debt)

[Post Link](https://x.com/AltayCapital/status/1943440491405807710)

[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.]

AltayCapital Avatar AltayCap @AltayCapital on x 12.6K followers Created: 2025-07-10 22:41:35 UTC

Look at the 'growth' on the U.S. names. Growth comes via debt funded acquisitions. While 2587 has paid down debt and is net cash while revenue growth 5y cagr is higher than CPB. Sure if rates go back down a lot these will prob do well.

XXXXX engagements

Engagements Line Chart

Related Topics quarterly earnings debt

Post Link

post/tweet::1943440491405807710
/post/tweet::1943440491405807710