Ur thoughts on TVK-T ?

We did yes, and it was one that ultimately got away from me. I had looked into the company in early 2023 but didn't really see a long-term path to growth due to the business model. It seems relatively boring and slower growing, however the company is continually building out the maintenance and inspection end of the business via strong acquisitions which in turn is vaulting the higher margin portion of the business and fueling growth.

I do believe the value gap has closed here and the company is trading at what I feel are relatively fair valuations. It will need to continue to execute via acquisitions and organic growth in order to justify double digit growth rates moving forward.