Bullish on Core & Main (CNM) with Insider & Macro Tailwinds

This post presents a strong bullish case for Core & Main (CNM), citing three key reasons: anticipated interest rate cuts by the Federal Reserve (J. Pow is dovish), perceived 'insider knowledge' from a politician's spouse investing heavily, and solid company fundamentals (mid-single-digit growth, strong free cash flow). The core thesis is that lower interest rates will stimulate municipal infrastructure spending, directly benefiting CNM. The poster holds a position and projects a 2-3 year price target of around $85, indicating confidence in a low-risk, steady compounder.