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![StockCompil Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1693635995265110016.png) Stock Analysis Compilation [@StockCompil](/creator/twitter/StockCompil) on x 7808 followers
Created: 2025-05-09 21:30:10 UTC

Ariel Global on Owens Corning (OC) $OC US

Thesis: Owens Corning is a leading global manufacturer of building materials with strong profitability in roofing and insulation, benefiting from market concentration, sustainability focus, and management’s efficiency initiatives.

(Extract from their Q4'24 letter)

![](https://pbs.twimg.com/media/GqiZ6awWkAAtlEa.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1920954471892255036/c:line.svg)

**Related Topics**
[sustainability](/topic/sustainability)
[$oc](/topic/$oc)
[oc](/topic/oc)
[owens corning](/topic/owens-corning)
[stocks industrials](/topic/stocks-industrials)

[Post Link](https://x.com/StockCompil/status/1920954471892255036)