TSXV:TOI - Post Discussion
Post by
petebrown1963 on Jun 28, 2021 12:30am
Csu vs toi
I sold all my csu and converted to toi. Mark Leonard's last letter to shareholders detailed that they have to move up in market cap for acquisitions now because of their size. This means that they are now having to compete against private equity companies, who do not have such a high bar for returns.
Topicus can continue acquiring the classic $10 million dollar tech mom and pop for another five years plus because they are not similarly constrained, providing a CSU-like rate of return in my opinion.
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