[CincyRichieRich]

So let’s talk investing; gold mining profit was made not on the gold itself in the gold rush, but on accommodations, tents, pickaxes, shovels, hats, boots...

In fracking, all the mobile home manufactures are private (unfortunately); what companies have nice moats around them and supply things like drill bits, and similar supplies? I was tracking CVCO, which was doing nicely. Anyone have any ideas?

[American Constitutionalist]

Semi mobile a up grade over a mobile home or RV, slap together dwelling/houses made out of shipping containers ?
Up north where the oil boom is they have a huge shortage of housing.
Or quickie infrastructure roads or bridges to put in place until more permanent ones can be built.