@doncieee@aleabitoreddit $MOD should continue to rerate. Some miss the transition from legacy auto business to >90% revenue from DCs. Contracts from $GOOG and $AMZN piling up in real time https://t.co/vvuEhM5Rcq
@geoffreykarren@hntrbrkmedia You understand nothing about DCs, cooling or intrinsic value of a company based on this comment. Was a quality business before this scoop, easy ride to new ATHs after
@athuinvests Please do - it's a transition story from automotive cooling to DCs. I don't like Hunterbrook but they're bringing a potential re-rate catalyst to attention here: https://t.co/n1qCWwOa0k