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Jason Hall

πŸ‘€ Speaker
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1393 total appearances
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Podcast Appearances

Motley Fool Hidden Gems Investing
Tales of Unexpected Losses: AXON, TREX, WRBY

I think it's so misunderstood.

Motley Fool Hidden Gems Investing
Tales of Unexpected Losses: AXON, TREX, WRBY

The opportunity is still incredible.

Motley Fool Hidden Gems Investing
Tales of Unexpected Losses: AXON, TREX, WRBY

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.

Motley Fool Hidden Gems Investing
Tales of Unexpected Losses: AXON, TREX, WRBY

We always forget that.

Motley Fool Hidden Gems Investing
Tales of Unexpected Losses: AXON, TREX, WRBY

That's really what makes it so good.

Motley Fool Hidden Gems Investing
Tales of Unexpected Losses: AXON, TREX, WRBY

It's better manufactured than anybody else.

Motley Fool Hidden Gems Investing
Tales of Unexpected Losses: AXON, TREX, WRBY

I'm absolutely a buy on track right now.

Motley Fool Hidden Gems Investing
Tales of Unexpected Losses: AXON, TREX, WRBY

Yeah, I don't think any of the companies in this space are going to prove to be rule breakers.

Motley Fool Hidden Gems Investing
Tales of Unexpected Losses: AXON, TREX, WRBY

I think there's no real differentiation.

Motley Fool Hidden Gems Investing
Tales of Unexpected Losses: AXON, TREX, WRBY

I think you have to go through too much regulatory hurdles to be successful.

Motley Fool Hidden Gems Investing
Tales of Unexpected Losses: AXON, TREX, WRBY

And United, Emily, I'll say this, it's actually been the best-run airline in the U.S.

Motley Fool Hidden Gems Investing
Tales of Unexpected Losses: AXON, TREX, WRBY

for the past five years.

Motley Fool Hidden Gems Investing
Tales of Unexpected Losses: AXON, TREX, WRBY

It doesn't feel like it, but they've done a pretty good job.

Motley Fool Hidden Gems Investing
Tales of Unexpected Losses: AXON, TREX, WRBY

But yeah, I don't see that space at all as being one with any rule breakers coming out of it.

Motley Fool Hidden Gems Investing
Tales of Unexpected Losses: AXON, TREX, WRBY

I think there's a there there.

Motley Fool Hidden Gems Investing
Tales of Unexpected Losses: AXON, TREX, WRBY

This is a profitable company.

Motley Fool Hidden Gems Investing
Tales of Unexpected Losses: AXON, TREX, WRBY

I think that's an important thing to remember.

Motley Fool Hidden Gems Investing
Tales of Unexpected Losses: AXON, TREX, WRBY

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.

Motley Fool Hidden Gems Investing
Tales of Unexpected Losses: AXON, TREX, WRBY

This is a profitable business.

Motley Fool Hidden Gems Investing
Tales of Unexpected Losses: AXON, TREX, WRBY

They have some things that they are doing that are working.