Smith-Midland Rental Business Is Impressive, And Price Is Fair Even If Not Opportunistic
The results were very good, with growing revenues, basically entirely driven by the rental of highway barriers. This business also shows significantly higher gross margins than that business, and impressive operating cost leverage, withLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companie ...