Yet Another Value Podcast发布 2026-09-01
《$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital》
$LMB看涨
LMB相对于其当前业务被低估，提供了安全边际，同时保留了来自潜在数据中心敞口和并购的上行空间。
我们再次邀请他回来谈论 Limbach。那里的股票代码是 LMB。他在 2023 年夏天来推销过。然后股价一飞冲天。过去一年回落了很多。他将谈论他为什么再次买入。
we're having him back on again to talk about Limbach. The ticker there is LMB. He came on and pitched it in summer 2023. Went on an absolute tear. It's come back a lot over the past year. and he's going to talk about all about why he's double dipping
嘿，论点有改变吗？你知道，有风险，公司今年到目前为止确实错过了盈利目标和指引，所以我们是否在适当处理这个问题？为什么他们没有从数据中心中受益？诸如此类的事情。
hey has the thesis changed you know there are risks the company really missed their earnings targets and their guidance so far this year so are we properly addressing that why aren't they benefiting from the data center all this sort of stuff