$HEI

@jerrycapFeb 11, 2026 · 8:29 PM

@evantindell They can buy any company, business, stock, or cash flow stream in existence, it doesn't have to be software. That's the answer you can't argue. $HEI has FSG and ETG. Now the real question is how long can they do small VMS. Then how long they can do large VMS. Then how long they can do low IRR horizontal stuff. Then what. Given the size and tail and likely growth of the VMS market 10% for 10 years seems a low bar.