Feb. 13 at 9:30 PM
$GENI interesting drop here. Feels similar to the
$KMB $KVUE deal. Huge acquisition with some synergies. Kimberly Clark taking on the big kvue debt and all that comes with it(lawsuits anyone). KMB could stably grow slowly, but went big, dropped under 100 bucks and treaded water for awhile and now doing the climb back up since deal to purchase got the Green light. Market likes to punish big purchases, but if GENI mgmt can navigate the complexities of merging assets. This could work out nicely in the end. Personally would like to see them tackle the debt load with some of the FCF before any other acquisitions.
