ROAD

Now, let's move on to the fourth and final stock that we have to talk about very quickly. And this one is road or construction partners because the stock is down roughly 20% after posting what I thought was a very good earnings report.

So, the TLDDR is I think that everything is more than fine with Road's business. The thesis is still intact and the market is just freaking out because bond yields continue to rise and there are inflation worries.

This one is way off the trail completely. Let me ask you Travis, have you hit a pothole with your car recently? I'm sure I have. Yes. Well, it wouldn't be uncommon because right now many people give America's roadways an F as far as where they're at in being maintained.

It is a problem. And you know what? It's even a bigger problem in some areas of the Southeast because what's happening in the Southeast or the Sunb Belt is that there's so much population shift that so many people are moving to the southeast that roads weren't designed to handle this amount of traffic.

Roads need to be widened. uh they need uh maintenance on a faster schedule now because there's just so much more traffic that plays to construction partner strengths and this is ticker symbol R O A D road.