$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity
· yetanothervalueblog.com
Ryan Bunn (Reference Equity) on CBIZ $CBZ: stop the buybacks, restart the M&A flywheel, the Marcum mulligan, AI risk, and 100%+ upside if it re-rates.
Ryan Bunn (Reference Equity) has a public proposal for CBIZ ($CBZ): stop buying back stock at 9x earnings and restart the M&A flywheel that compounded revenue a...