My previous investment thought on Ferguson Enterprises Inc. (NYSE: FERG ) was an upgrade to buy because I had a positive outlook on pricing, residential demand, and management’s execution was solid. I reiterate my buyI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ult ...