Hi EB. I putting myself out here. But I think their ambitions are global. $1bn MC is base case on the 3 current biz segments. I wouldn’t put it past them they will make another acquisition because their goals are lofty. Ron doesn’t just finance $150m of acquisitions just to be happy with the status quo. Billionaires look at what’s need to make 10x their return and they pursue that goal. That’s just my mindset surrounding FLC. I may be wrong. Let’s see.
Take care and enjoy the weekend.
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