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Building materials: part 2a (LPX, JHX)

Posted By scuttleblurb On In Building materials,[JHX] James Hardie,[LPX] Louisiana Pacific | Comments Disabled

Related post: Building materials: Part 1In the 1967 film The Graduate, a young Dustin Hoffman is pulled aside by a friend of his parents, who offers the restless protagonist a simple piece of advice: “one word: plastics”. This versatile material had by then seeped into every crevice of American industry and was pitched as a […]

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Building materials: part 1

Posted By scuttleblurb On In Building materials,BXC | Comments Disabled

Many of the companies I discuss on this blog are not just good businesses, but obviously good. Visa, Moody’s, Sherwin-Williams, and Heico are wonderful and readers of this blog need not be further convinced of that fact. And notwithstanding regulatory or macro pressures that cast doubt on their prospects at certain points (interchange regulation in […]

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