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![TacticzH Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1488239011378388997.png) TacticzHazel - Value Investing [@TacticzH](/creator/twitter/TacticzH) on x 13.3K followers
Created: 2025-05-17 11:04:17 UTC

4/ What sets $BLDR apart from the others?
Builders Firstsource wants to make the overall building process easier. They do this by their value-added offerings and innovative digital platform.

Ill explain by an example: they (pre-)built certain products and systems in their shop, instead of in the field. This is a lot more efficient and makes the building process easier for their clients. Small local shops don't have the tools or means to do this kind of ''extra'' work

Their scale also allows them to negotiate for better prices on supply and produce efficiencies that others can not replicate due to their smaller size, which gives them a nice moat.

They have a great track record when it comes to M&A. They are continually looking for new acquisitions to increase their value proposition. Depending on your definition of the term, one could consider $BLDR a serial acquirer because one of their main growth drivers is through acquisition.

And it shows in the revenue growth in the last years.

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

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1923696067134038340/c:line.svg)

**Related Topics**
[$bldr](/topic/$bldr)
[investment](/topic/investment)
[builders firstsource inc](/topic/builders-firstsource-inc)
[stocks industrials](/topic/stocks-industrials)
[$issc](/topic/$issc)

[Post Link](https://x.com/TacticzH/status/1923696067134038340)

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TacticzH Avatar TacticzHazel - Value Investing @TacticzH on x 13.3K followers Created: 2025-05-17 11:04:17 UTC

4/ What sets $BLDR apart from the others? Builders Firstsource wants to make the overall building process easier. They do this by their value-added offerings and innovative digital platform.

Ill explain by an example: they (pre-)built certain products and systems in their shop, instead of in the field. This is a lot more efficient and makes the building process easier for their clients. Small local shops don't have the tools or means to do this kind of ''extra'' work

Their scale also allows them to negotiate for better prices on supply and produce efficiencies that others can not replicate due to their smaller size, which gives them a nice moat.

They have a great track record when it comes to M&A. They are continually looking for new acquisitions to increase their value proposition. Depending on your definition of the term, one could consider $BLDR a serial acquirer because one of their main growth drivers is through acquisition.

And it shows in the revenue growth in the last years.

XXXXX engagements

Engagements Line Chart

Related Topics $bldr investment builders firstsource inc stocks industrials $issc

Post Link

post/tweet::1923696067134038340
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