Core & Main ( CNM ) is in a peculiar place. The underlying fundamentals of the business are slowly improving, but the optics are still viewed through the lens of a short-cycle distributor. People generally view CoreI have over 13 years of diverse financial analysis experience across various sectors, including Auto, Industrials, and IT. Worked in a Ford and Caterpillar treasury, and managed Investor relations and Strategic finance of a listed IT company of market cap ~USD 2.5bn. My early background also incl ...