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    Kadir Ritchie

    Research Analyst at Ritchie Capital Group

    Khadir Richie is the Founder and Chief Investment Officer at Richie Capital Group, specializing in public equities investment with a focus on concentrated, fundamentally driven portfolios. He leverages over two decades of experience across technology and finance, guiding investments spanning sectors such as technology, industrials, and consumer discretionary, though specific companies are not publicly disclosed and performance metrics are private. Richie launched Richie Capital Group in 2015 after leadership roles in investment banking, buy-side equity research, management consulting, and private equity, having previously worked as an engineer and software programmer. He holds a BS in Electrical Engineering from the University of Texas at Austin and an MBA from The Wharton School, and has served on The Wharton Alumni Executive Board, but professional securities licenses or FINRA registration are not publicly listed.

    Kadir Ritchie's questions to COMFORT SYSTEMS USA (FIX) leadership

    Kadir Ritchie's questions to COMFORT SYSTEMS USA (FIX) leadership • Q4 2024

    Question

    Kadir Ritchie of Ritchie Capital Group asked if management felt the market's characterization of Comfort Systems as an 'AI stock' was fair, how the company decides between data center work and other opportunities, and how insulated it is from potential shifts in hyperscaler spending.

    Answer

    CFO William George clarified that with data centers representing just over 20% of revenue, Comfort Systems is not a pure-play data center company. He detailed a three-tiered project selection process: first, if it's a good job for their employees; second, the quality of the partners; and third, profitability, noting the three are highly correlated. CEO Brian Lane added that their workforce's skills are transferable to any building type. George concluded that demand is broad-based and the company has proven its resilience through various economic cycles.

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