PERSON DIRECTORY
Ryan Packard
Ryan Packard appears in 2 indexed conversations across Sohn Conference Foundation. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
2 EPISODES1 SHOW
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Ryan Packard pitches Comfort Systems at Sohn 2025
Ryan Packard places Comfort Systems (FIX) in his “adept, advantaged acquirers” pantheon, citing greater than 25% pre-tax ROIC while deploying nearly 100% of free cash flow to acquisitions from 2009–2021.He forecasts approximately 25% EPS growth “for the foreseeable future” and says the stock can double over the next 3 years, citing M&A runway, onshoring and AI-construction tailwinds, while labor availability remains contested.