- Entry
- $43.12
- Now
- $46.84 +8.6%
- Target
- $57.72
- Score
- —
Been researching water names for over 2 years now. It's not easy to find a winner because the industry is highly fragmented. I like ideas like consumables (water testing \_ Idexx or Ecolab) but water is a small part of Idexx and Ecolab is a mix - not going to make money on that idea. ERII invented the razor but forgot about the blades - they will fail. I like DD filters but they aren't alone in this space....and also …
— ORIGINAL POST ·
$CNM Core & Main Inc - water infrastructure
· r/ValueInvesting
· Jul 23, 2026