BLD TopBuild Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
20:13
27 авг
27 авг
TopBuild deal underappreciated; cross-sell upside.
Brad Jacobs argues the TopBuild acquisition is an out-of-consensus pivot that adds installation to QXO's distribution business. The combined company has a few hundred thousand customers, creating a large cross-sell opportunity, especially into data centers, which buy nearly everything the company sells except windows. He also sees procurement overlap making the combined company a billion-dollar-plus customer for many vendors. Brad says the market has not yet fully appreciated how good the deal is and that it may be his best deal yet.
Выс.
14:17
25 мая
25 мая
Shared podcast clip of CEO Brad Jacobs detailing a building insulation strategy.
Shared podcast clip of CEO Brad Jacobs detailing a building insulation strategy. No directional view from speaker; factual content.
Сред.
Об аналитическом покрытии BLD
Buzzberg отслеживает BLD (TopBuild) в 2 источниках. Бычьих сигналов: 1, медвежьих: 0, от 2 аналитиков. Сентимент преимущественно бычий (50%). Всего отслеживаются 2 торговые идеи. За последние 7 дней: бычьих: 1. Последние спикеры: Brad Jacobs, BarbarianCap.