Search

Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Feb 10 LONG Mark Rayfield
CEO, Saint-Gobain North America
There is a shift from just "sustainability" (low carbon) to "resilience" (weatherproofing against climate change). As weather events become more extreme, the market values homes that can survive hurricanes, hail, and floods without needing repair. This drives demand for specialized, durable materials (e.g., specific siding, waterproofing systems) rather than generic commodities. 40% of greenhouse gas emissions come from the built environment, driving regulatory and consumer pressure for better materials. Political headwinds or a pullback in green mandates, though "resilience" remains in demand regardless of politics. CNBC
Property Play: Saint-Gobain North America's c...