Brandon Dietz
@EquiCompound
Equity Analyst and Investor. Hunting for exceptional businesses. In-depth research available at http://EquiCompound.com.
You might like
I’m a big fan of scaled wholesale distributors, like $POOL, $SITE & $FERG One that very few have heard of is Richelieu Hardware $RCH.CN, which is the subject of my latest research piece A free, in depth analysis of $RCH.CN is available over at EquiCompound (link in bio)
TIKR is hiring! We're looking for someone to lead our content efforts for our growing community of 300,000+ investors. I'll work closely with you and we'll nerd out on all things investing / finance! More about the opportunity below. (Appreciate any likes/RT for visibility)
Good news from professional remodelers: Professional remodeling project completions picked up to +2% YOY in 4Q23 after a flat 3Q23. Most remodelers now expect a stronger 2024. They see lower rates, better product availability, and more homeowners remodeling instead of moving.
Nice slide from fiber cement siding powerhouse $JHX summarizing key estimates sourced from external data providers on CY'24 industry growth for US new construction and repair & remodel
United States Trends
- 1. TOP CALL 3,677 posts
- 2. Good Monday 27K posts
- 3. AI Alert 1,372 posts
- 4. #BaddiesUSA 65.6K posts
- 5. #centralwOrldXmasXFreenBecky 538K posts
- 6. SAROCHA REBECCA DISNEY AT CTW 554K posts
- 7. #MondayMotivation 7,332 posts
- 8. #LingOrmDiorAmbassador 286K posts
- 9. NAMJOON 54K posts
- 10. Market Focus 2,495 posts
- 11. Check Analyze N/A
- 12. Token Signal 1,826 posts
- 13. Rams 30.3K posts
- 14. #LAShortnSweet 24.1K posts
- 15. DOGE 180K posts
- 16. Chip Kelly 9,235 posts
- 17. Vin Diesel 1,557 posts
- 18. Scotty 10.4K posts
- 19. Stacey 23.5K posts
- 20. Gilligan 4,045 posts
You might like
-
Laughing Water Capital
@LaughingH20Cap -
WTCM
@WTCM3 -
In Practise
@_inpractise -
SC
@soonercapital -
Patient Capital
@patient_capital -
SVN Capital
@SvnCapital -
Upslope Capital
@UpslopeCapital -
𝗙𝗮𝗶𝗿𝗹𝗶𝗴𝗵𝘁 𝗖𝗮𝗽𝗶𝘁𝗮𝗹
@Fairlight_Cap -
Andy 🍕🏔️
@bizalmanac -
YHamilton
@YHamiltonBlog -
LC Investing
@LCinvesting -
SouthernValue
@SouthernValue95 -
Sleepwell🛌
@SleepwellCap -
BCap21
@b_cap21 -
Psyop Capital
@psyopcapital
Something went wrong.
Something went wrong.