The YouTuber is buying Limbach (LMB) because he believes the recent 37% stock drop after Q1 2026 earnings was unjustified, as the weak quarter was guided for and due to a one-off healthcare booking slowdown. He highlights the company's successful shift to higher-margin ODR revenue, strong data center growth, reaffirmed full-year guidance, and a valuation (23x forward P/E, 14x FCF) that is significantly below peers and historical averages, suggesting the market is not pricing in its growth potential.
“I have been adding to my own portfolio and I am actively buying it in the stock market right now.” — ▶ 3:00