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![StockCompil Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1693635995265110016.png) Stock Analysis Compilation [@StockCompil](/creator/twitter/StockCompil) on x 7789 followers
Created: 2025-07-16 17:30:31 UTC

Munro Global Growth Small Mid Cap Fund on Comfort Systems $FIX US

Thesis: Comfort Systems is a leading provider of MEP building systems in the US, poised for continued growth driven by strong construction demand and a skilled labor shortage, while maintaining a focus on profitability, employee retention, and successful acquisitions.

(Extract from their Q1'25 letter)

![](https://pbs.twimg.com/media/Gv_vK6JXsAASxiV.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945536536914563485/c:line.svg)

**Related Topics**
[$fix](/topic/$fix)

[Post Link](https://x.com/StockCompil/status/1945536536914563485)