Fascinating. I have been waiting a long time to see these guys do a public presentation. I'll likely start a position before the end of the year. Thank you SCD!
@Smallcapdiscoveries11 ай бұрын
Our pleasure.
@jeremynewell990311 ай бұрын
This is genius. The construction industry is notorious for being slow to adapt innovations. But I don't see these products as having building code consequences which is great.
@mrlightfeet7 ай бұрын
I see the value in their products, but what I dont get is why Home Depot or some other company will start offering plastic tubes. I really dont get what their moat is. Could you perhaps explain, Paul?