I like all the narrative about how GSW is "growing", when what...

  1. 563 Posts.
    lightbulb Created with Sketch. 132

    I like all the narrative about how GSW is "growing", when what they've done is gone on a shopping expedition with shareholder's cash. They are assembling a giant money-losing conglomerate by buying revenue growth, and they have been extremely cagey about explaining where the revenue growth has come from.

    A pretty good bet is that most of it is "existing business" for companies they've bought.

    The lawsuit is a distraction. I would imagine GSW would be better off having people focus on the lawsuit than asking hard questions about where the revenue comes from.

 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.