Comfort Systems USA ($FIX) podcast mentions
Every so often on the show, We think going back and probably just grading our initial pitches is just a really, really good idea, not only to highlight some of our winners, but also to highlight our losers. And not only to look at businesses where we maybe own them inside the Intrinsic Value portfolio, but also to look at businesses where we may have made a mistake of omission simply by passing on them that turned out to be just an incredible, incredible investment. We are, after all, achieving some pretty good returns, but I think I speak for both Sean and Daniel when I say the process is something that we weigh very, very heavily. This is why we think it's important to look at our previous decision-making to try and pinpoint whether we made a mistake or if our decision-making was sound, even if the outcome wasn't exactly where we wanted it to be. So today's episode, we're going to cover a business that Sean covered a while back, Comfort Systems USA. For anyone who didn't listen to the original pitch, it's basically a mechanical, electrical, and plumbing installation and service provider based out of Houston. While management doesn't like the label serial acquirer, I think it's probably the best label that we can use to help understand exactly what they do.
Kyle Grieve · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP842: Comfort Systems USA (FIX): The Five-Bagger We Passed On w/ Kyle Grieve & Shawn O'Malley · 2026-08-30Yeah, Comfort Systems USA is a great company in my opinion. I wish I had found it several years ago. All right, Rachel, it's your turn. I'm gonna ask you the same question. What is a company that you wanna highlight here for our listeners? What does it do and what could go right in the coming years?
John Quast · Motley Fool Hidden Gems Investing · 2 Hidden Businesses to Watch as AI Keeps Heating Up · 2026-07-13