External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

<ul><li>Builders FirstSource focuses on value-added and specialty products</li><li>Maintains industry-leading gross margins of 35%</li><li>Expands reach and solidifies position through strategic acquisitions and strong customer base</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Builders FirstSource focuses on value-added and specialty productsMaintains industry-leading gross margins of 35%Expands reach and solidifies position through strategic acquisitions and strong customer baseThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Builders Firstsource (BLDR) - Wednesday, Jan 10, 2024

Selected Quarterly & Annual Newsletters from Funds, Fund Newsletters

Fund Newsletters

Selected Quarterly & Annual Newsletters from Funds

Thematic (Sector/Industry)

<ul><li>Black Bear Value Fund returned -2.4% in September and +0.7% YTD.</li><li>This is the kind of environment where the ability to play offense and invest for the future is advantageous to our partnership.</li><li>Valuations between what we own and the “market” are still very wide.</li></ul>

Black Bear Value Fund returned -2.4% in September and +0.7% YTD.This is the kind of environment where the ability to play offense and invest for the future is advantageous to our partnership.Valuations between what we own and the “market” are still very wide.

United States

Builders FirstSource, Inc. manufactures and distributes building products to professional homebuilders.

Builders Firstsource (BLDR US)

Builders Firstsource (BLDR) - Wednesday, Jan 10, 2024

Builders FirstSource focuses on value-added and specialty products. Maintains industry-leading gross margins of 35%. Expands reach and solidifies...

Value Investors Club

Black Bear Value Fund Q3 2022 Letter

Black Bear Value Fund returned -2.4% in September and +0.7% YTD. This is the kind of environment where the ability to play offense and invest for...

Fund Newsletters