Micro: Construction Partners (ROAD)

The following writeup on ROAD is done by an investor I often collaborate with but who must remain nameless for compliance reasons. He’s the same value investor who wrote up GTX for us in our November MIR (link here). GTX is up around 18% since and this month he’s sharing another one of his recent finds that I particularly like. Enjoy! I’ve probably said this sentence too many times, but it’s worth repeating: Boring businesses can be fertile places to find great investments. What makes boring businesses so exciting? They never go away no matter the economic condition. This doesn’t…