[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  SuspendedCap [@ContrarianCurse](/creator/twitter/ContrarianCurse) on x 10.1K followers Created: 2025-07-22 18:22:38 UTC $OC I think its time here. This is an excellently positioned company, very cheap (and if you've followed me for a while you know I barely give a fuck about valuation at all), and is levered to housing volumes.. aka doesn't matter if rates come down or prices do: -Dominant position in insulation with PINK brand. Deep contractor/distribution network supported with reward programs, familiarity, training programs etc. Secular tailwind from efficiency and energy savings push. XX% EBITDA margins guide -Strong position in high margin roofing business. Again, lots of familiarity, difficult to budge US market shares. If you buy into the whole extreme weather thing, R&R should have a natural steady state that I believe we are already at. Guide for ~30% EBITDA margins -Debt a bit higher due to M&A on Masonite last year, ultimately I think thats a reasonable compliment to the other products, should be fine. ~2% divvy, bought back XX% of shares over XX years. -45y average for existing home sales is 5.22m SAAR. We are XXXX and have only been lower briefly in 2010. This is about as frozen as the housing market can be. Prices are slipping, and I think every month that marches on tightens the spring. -Even in a frozen housing market, aging housing stock needs new roofs, new insulation (many program subsidize it), and Doors would be a first 5-10 R&R line item -No one is going to disrupt these guys. Cycle pinned to the bottom for 11x FCF and recommitted on buybacks. XXXXX engagements  **Related Topics** [rates](/topic/rates) [$oc](/topic/$oc) [Post Link](https://x.com/ContrarianCurse/status/1947723979265085875)
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SuspendedCap @ContrarianCurse on x 10.1K followers
Created: 2025-07-22 18:22:38 UTC
$OC I think its time here. This is an excellently positioned company, very cheap (and if you've followed me for a while you know I barely give a fuck about valuation at all), and is levered to housing volumes.. aka doesn't matter if rates come down or prices do:
-Dominant position in insulation with PINK brand. Deep contractor/distribution network supported with reward programs, familiarity, training programs etc. Secular tailwind from efficiency and energy savings push. XX% EBITDA margins guide
-Strong position in high margin roofing business. Again, lots of familiarity, difficult to budge US market shares. If you buy into the whole extreme weather thing, R&R should have a natural steady state that I believe we are already at. Guide for ~30% EBITDA margins
-Debt a bit higher due to M&A on Masonite last year, ultimately I think thats a reasonable compliment to the other products, should be fine. ~2% divvy, bought back XX% of shares over XX years.
-45y average for existing home sales is 5.22m SAAR. We are XXXX and have only been lower briefly in 2010. This is about as frozen as the housing market can be. Prices are slipping, and I think every month that marches on tightens the spring.
-Even in a frozen housing market, aging housing stock needs new roofs, new insulation (many program subsidize it), and Doors would be a first 5-10 R&R line item
-No one is going to disrupt these guys. Cycle pinned to the bottom for 11x FCF and recommitted on buybacks.
XXXXX engagements
