Related posts: Building materials: part 1 Building materials: part 2a (LPX, JHX) Building materials: part 2b (TREX, AZEK) In Part 1 of this series, I described the steps by which an ocean of building materials are titrated out to end users. Below is a stylized illustration of the value chain from the perspective of BlueLinx, […]
Tag Archives: LBM
scuttlebits [FOUR] Shift4
[scuttlebit] Shift4’s organic growth
Last week, a reader and Shift4 shareholder messaged me, raising questions about the company’s organic [...]
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Continue reading →[BAH] Booz Allen
Booz Allen and the business of defense – part 2
I left Part 1 with the observation that, starting in earnest around a decade ago, [...]
Continue reading →[BAH] Booz Allen
Booz Allen and the business of defense – part 1
MBI and I recorded an episode of Never Sell recently (Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, [...]
Continue reading →[TREX] Trex
[scuttlebits] Trex is getting cheap
TREX is down nearly 60% since I first profiled the company last August. You’d think [...]
Continue reading →[FOUR] Shift4
[scuttlebit] yet another Shift4 take
MBI and I recorded an episode of Never Sell recently (The Big Tech Capex Debate, Amazon Retail, Align’s [...]
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