My understanding is the risk here is just surrounding if Brad can pull off the task of successfully combining all these companies esp. Top Build and realize the efficiencies in all those sweet, sweet synergies. Sounds like given his track record he’s kinda the best man for the job and the stock is currently trading well below what my DD suggests it will on a long term.
Sounds like most of the talking heads agree but it’s just the amount of time it will take for this to all happen is unclear and so there could potentially be an argument that you could time your entry better and leave your money in other stocks until a future date.
Curious to hear specific insights about this company, its trajectory, recent changes and how the broader impact will affect its ability to realize the potential gains everyone is talking about.