The Market Huddle cover image

Dusting For Fingerprints (guests: Carter Worth, Kuppy)

The Market Huddle

00:00

OS B Siding

i'm in a builder's first sorc i absoente love thatm i think it's well managed. All the money goes into bybacks. Its got an obscene return on capital. As they continue to consolidate, their margins ar goingto expand. I like louisiana pacific. A, tiggers, l p x, they there in the o s b industry. Ts, basely five players left. And you know, the demand for o s b just tracks a homes and construction. They're a shifting increasingly to the siding product. The average home in america ats over forty years old, and he had to replace the siding.

Play episode from 01:04:28
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app