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longago

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longago

Re: toddski post# 24878

Thursday, 09/26/2024 10:55:21 AM

Thursday, September 26, 2024 10:55:21 AM

Post# of 24889
I don't understand software so not much to say about that piece. Small so far.

Both it and the "green one" may have just been opportunistic buys because the price was right. They do seem driven by a need to build revenue.

The real play here is the construction/remodel segment. Risk is that is a cyclical industry. Good news is we seem to be in a good spot with interest rates and the trend is our friend right now.
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