Modine Manufacturing ($MOD) podcast mentions
Yeah, so I mean, there are a lot of these AI infrastructure stocks that have, you know, cratered over the past month. Uh, some of them did so after, you know, reporting great earnings, raising guidance, things like that. But even after that, there's a lot that are very, very expensive. Uh, I'm sure, you know, you and Lou would both agree that I'm not interested in a power company that's, you know, trading at 100 times revenue. Or something like that. But there are a few that are still really attractive investments. Uh, Modine Manufacturing is one that I have my eye on right now, ticker symbol is MOD. Um, you know, and it's— they, they— if you've ever heard of Comfort Systems, uh, that's a more popular picks and shovels play. They do almost the same thing, but the valuation just makes a whole lot more sense to me. Um, they specialize in thermal management, um, specifically cooling. The data center business is, not surprisingly, the most exciting part of the company right now. Overall, their revenue grew 23% year over year in the latest fiscal year.
Matt Frankel · Motley Fool Hidden Gems Investing · Do AI Moats Exist? · 2026-09-16