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Which podcasts are discussing BLDR?
3 ATTRIBUTED IDEAS · 2 EPISODES · 2 SHOWS
The shows
The Meb Faber Show
We Study Billionaires - The Investors Podcast Network
Where the discussion went deepest
24 JUL3W AGOTHE MEB FABER SHOW · 53:43
Bullish thesis on Builders FirstSource re-entry
“Builders FirstSource offers an attractive entry point following a major pullback, backed by strong normalized earnings potential.”
Zombie Stocks and Hidden Value With Bob Robotti
In depth · 4/5Verify in source →
24 JUL3W AGOTHE MEB FABER SHOW · 20:30
Housing supply crunch favors homebuilding supply chain
“Homebuilder supply chain companies like Builders FirstSource offer attractive multi-year risk/reward as severe market pullbacks create cyclical buying opportunities.”
Zombie Stocks and Hidden Value With Bob Robotti
In depth · 4/5Verify in source →
11 JUN11 JUNWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Builders FirstSource faces cyclical margin compression
“The speakers discussed Builders FirstSource as a direct peer operating in a cyclical construction market, noting its margin contraction from post-COVID highs.”
TIP822: QXO (QXO): Can One of the World's Best Consolidators Strike Lightning Again? w/ Kyle Grieve & Shawn O'Malley · with David Senra.
Follow Kyle
Notable comment · 2/5Verify in source →
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