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
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[scuttleslops] AAPL, SHOP, Databricks, Lonza
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[CoStar] Homes are different
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[scuttleslops] Chatbot advertising, AMZN, ROP, China EV’s and Humanoid Robots, APH
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[scuttleslops] Amazon grocery, John Deere and AI, picks and pans in P&C Insurance, Copart earnings and the ACV acquisition
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Continue reading →[TDG] TransDigm
TransDigm is still in it for the money
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