$Comfort Systems USA(FIX.US)
Context: I really like its moat in complex data center liquid cooling, where high technical difficulty keeps competitors out. After a huge run, the stock is just resting in consolidation, but ongoing data center buildouts remain a solid long term business Catalyst.
My trade: I am patiently waiting on the sidelines. If the price drops to 1500 dollars or below, I will start dollar cost averaging in for a better margin of safety.
Takeaway: Strong technical barriers create a durable moat, but at current valuation levels, do you expect another leg up or a deeper pullback?
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