“$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital”
LMB is undervalued relative to its current operations, providing a margin of safety while retaining upside from potential data center exposure and M&A.
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
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