BLDR: Builders FirstSource
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BLDR: Builders FirstSource
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In the spirit of being a contrarian, we cant ignore a huge, important industry like homebuilding without looking at some tremendous value opportunities. Yes rates are important and home affordability dynamics need to improve but when we see dreadful sentiment, high quality brands on sale, builders first source is down 65% from the cycle highs, and a differentiated, highly valuable business model that’s also an interesting potential acquisition for a bigger company, we get excited and we have patience because the margin of safety appears to be in our favor.
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