Jason Mann on CRHThis is what Jason Mann said last time he was on Market Call... Maybe a top pick today !!!! He is generally negative on the rollup space, because it is a business that relies on having a high valuation in order to acquire other businesses. As soon as that game stops, the stocks can have a long way to fall before finding a bottom. This one is a little different in that they managed to not get caught up as much in the selloff. Because of that, its price momentum is quite good. Valuation is reasonable, which is unusual for a rollup. He doesnt have a position in this, but it is on the cusp of being a Long for him.