Kyle and Shawn revisit Comfort Systems USA, which has appreciated fivefold since Shawn passed on the stock at $320. They examine its explosive growth, expanding margins, and capital efficiency. What you'll learn here: Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Don't miss out on the value investing event of the Fall: Learn more at https://www.theintrinsicvalueconference.com/ 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ 🤝 Join a curated group of serious investors focused on intrinsic value, disciplined analysis, and uncovering high-quality stock ideas. https://theinvestorspodcast.com/mastermind 🤝 Join top investors for a day of actionable insights, live Q&A, and exclusive networking — More info at: https://www.theintrinsicvalueconference.com/ Our Sponsors: 📊 Get access to institutional-grade financial data, real-time company KPIs, and modern research tools built for serious fundamental investors. https://fiscal.ai/tivp ▶️ Related Episodes: - DLocal (DLO): Multibagger Potential with Decade-Long Runway: https://youtu.be/JWu08K1Qn1M - Kaspi Stock ($KSPI): Beating the Market with an E-Commerce Monopoly?: https://youtu.be/eZ-yTs8tUyM - Ranking SaaS Best Buys Today and Long-Term + Watchlist Review: https://youtube.com/live/6M7PlnuU240 Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #ComfortSystemsUSA #AIDataCenters #AIInfrastructure #Investing #StockMarket