Verus International Inc (VRUS)

[asymmReturns]

For me it seemed clear that the french fry business wasn't so much about acquiring revenue as it is about getting a) complimentary products that make Verus an easier partner for customers to choose and b) channel acquisition for the french fry company's existing (non-Verus) customers.

In short, I think the 6-18 month time frame would realize more benefit from those things than like many seem to think... that it's just going to immediately layer on $X million in revenues per quarter.