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Stock Analysis Compilation @StockCompil on x 7810 followers
Created: 2025-06-16 13:30:25 UTC
Diamond Hill Small Mid Cap Fund on Builders FirstSource $BLDR US
Thesis: Builders FirstSource is well-positioned to benefit from increasing demand in the construction sector due to a single-family home deficit, supported by innovative digital solutions and potential for share buybacks and acquisitions to enhance shareholder value.
(Extract from their Q1'25 letter)
XXXXX engagements
Related Topics bldr supported government spending $bldr builders firstsource inc stocks industrials $issc