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Strategies & Market Trends : Value Investing
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To: Harshu Vyas who wrote (75124)2/13/2024 2:05:52 PM
From: Sean Collett1 Recommendation

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E_K_S

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Somewhat OT but when you're looking at the CAPEX do you (or anyone) add in acquisitions too? I have been including this after some readings from Aswath which has helped drive some of my FCF decision making lately.

If you account for the acquisitions $HRI has also been doing, this also gives them a worse FCF outlook.

-Sean
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