Jason Hall
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Appearances Over Time
Podcast Appearances
I think it's so misunderstood.
The opportunity is still incredible.
As we go through this big wealth transfer from boomers and their parents down to younger generations that are prioritizing things like outdoor living spaces, things that are easier to work on and think about the environmental impact, I think Trex is a block and tackling business at its core.
We always forget that.
That's really what makes it so good.
It's better manufactured than anybody else.
I'm absolutely a buy on track right now.
Yeah, I don't think any of the companies in this space are going to prove to be rule breakers.
I think there's no real differentiation.
I think you have to go through too much regulatory hurdles to be successful.
And United, Emily, I'll say this, it's actually been the best-run airline in the U.S.
for the past five years.
It doesn't feel like it, but they've done a pretty good job.
But yeah, I don't see that space at all as being one with any rule breakers coming out of it.
I think there's a there there.
This is a profitable company.
I think that's an important thing to remember.
A lot of times, when you take a word and then you add tech to the end of it, that's a good way to put a marketing wrapper around a financial business that you just haven't figured out how to make profitable.
This is a profitable business.
They have some things that they are doing that are working.