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TIVP017: Comfort Systems (FIX): Blue-Collar Compounder w/ Shawn O’Malley & Daniel Mahnke
01:15:36
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2025/4/27
Millennial Investing - The Investor’s Podcast Network
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How is Comfort Systems benefiting from the U.S. manufacturing boom?
What role does Comfort Systems play in the AI boom?
What criteria does Comfort Systems use for acquisition targets?
How does Comfort Systems enhance its intrinsic value by supporting its subsidiaries?
Why is mechanical contracting a highly localized business?
Can Comfort Systems continue to deliver strong returns in the future?
How to calculate returns on incremental invested capital and why it's important for shareholders?
What is Comfort Systems' intrinsic value per share?
Will Shawn and Daniel add FIX to The Intrinsic Value Portfolio?
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