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The Investor's Podcast (We Study Billionaires)  - The Investor’s Podcast Network — TIP842: Comfort Systems USA (FIX): The Five-Bagger We Passed On w/ Kyle Grieve & Shawn O'Malley
Not scored yet1h 19m·2026-08-30·Money

TIP842: Comfort Systems USA (FIX): The Five-Bagger We Passed On w/ Kyle Grieve & Shawn O'Malley

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · 1107

In today's episode, Kyle Grieve and Shawn O’Malley revisit Comfort Systems USA, a business Shawn originally passed on at $320 that has since appreciated fivefold due to explosive data center spending. The company shattered original projections, with accelerating organic growth, expanding margins, and exceptional…

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