The host believes Road's roughly 30% selloff after strong Q3 results is unjustified. The company has raised guidance, completed acquisitions, and uses a cost pass-through model so inflation and oil prices are not hurting margins; rising rates are also manageable given its earnings. Based on its five-year guidance and his DCF, the stock is very cheap and could deliver strong returns over the next five years, which is why he keeps buying and has made it a large position.