TerraVest Industries

This was one that I certainly missed the boat on in 2022 simply because I didn't think the business was one that would be able to grow the way it has. However, the acquisition based strategy and the focus on increasing the higher margin maintenance end of the business is certainly something I have come to appreciate over the last while here.

It could certainly make an appearance on the bull list.

I do believe it is a tad expensive at this point in time, but a further drawdown and it would be added almost zero doubt.