Shawn O’Malley and Daniel Mahnke discuss Comfort Systems (FIX), a specialty contractor that acquires regional firms for electrical, HVAC, and plumbing services, leveraging a centralized management structure for capital allocation. What you’ll learn here: Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ 📈 Learn how to invest like the legends at https://theinvestorspodcast.com/getstartedwithstocks. Use the discount code “STOCKS15” at checkout. Our Sponsors: 📚 Advance your finance career with CFI Education, Inc. Get 30% off with code INVESTORS30. https://corporatefinancialinstitute.pxf.io/c/2463221/1951334/23723 🏠 Your home might be worth more than you think. Earn extra money today with Airbnb. https://airbnb.com/host 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ ▶️ Related Episodes: - Moncler (MONC): Investing in the Next Big Luxury Company: https://youtu.be/zu69wodMLdM - A Deep Dive on Blue Owl Capital: The Next Blackstone?: https://youtu.be/NIliCbe7xH0 - Airbnb: Invest in a Silicon Valley Gem?: https://youtu.be/dqlyctx0te0 🎧 Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/we-study-billionaires/ 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. #ComfortSystems #FIX #HVAC #MechanicalContracting #SpecialtyContractor