Thanks Aaron, any other reason the stock hasn't appreciated as much since you wrote this research report other than this stock being a microcap and most investors are not aware of this stock or simply can't buy because of a fund requirement?
Thanks Aaron. I like the macro thesis. What does competitive landscape look like and what’s to prevent a ton of competitors popping up if/when business turns and/or an infrastructure bill is passed? In other words, what’s the “moat” here?
Thanks for the post Aaron.
What's your opinion/thoughts about the stock today?
Thanks Aaron, any other reason the stock hasn't appreciated as much since you wrote this research report other than this stock being a microcap and most investors are not aware of this stock or simply can't buy because of a fund requirement?
Thanks Aaron. I like the macro thesis. What does competitive landscape look like and what’s to prevent a ton of competitors popping up if/when business turns and/or an infrastructure bill is passed? In other words, what’s the “moat” here?