LMB
LMB
Every pitch and position made on this ticker, across every competition and newsletter issue in the archive.
- Times pitched
- 5
- Long / short
- 5 / 0
- Avg. return
- +126.5%
- Verdicts
- Worked 1 Inconclusive 4
Rudi van Niekerk mentioned increasing exposure to LMB as part of a strategy to allocate capital to companies with strong value drivers, indicating confidence in its performance relative to other inves
Limbach is transitioning its revenue mix from low-margin general contracting to higher-margin owner direct relationships, which has already improved profitability. With a strong balance sheet and a st
Limbach Holdings caught our attention due to a management transition with the promotion of Mike McCann to CEO. The company, with a market cap of about $300M, fits our investment criteria in the SMID c
Elie Mishaan holds a long position in Limbach Holdings, reflecting his focus on companies with strong management engagement and growth prospects in the construction and engineering sector.
Limbach Holdings is positioned to benefit from the increasing demand for energy-efficient building solutions. The company's focus on sustainable practices aligns with market trends and regulatory chan