A "no-frills" business with pricing power
Great article. I agree! I think I stumbled across the company a year ago. Didn’t decide to buy but still on my "interesting" watchlist.
Thanks, Joshua.
Thank you for putting this on my radar!
I kid you not, this is the Substack post I read just before yours: https://open.substack.com/pub/constructionphysics/p/roman-vs-modern-concrete.
No problem, Tian. That’s funny.
Thanks for writing this. I have liked this stock/company for a long time. I also like CRH and VMC
Thanks, Patrick! Good to know, we’ll take a look.
Thank you. Excellent read. That could also significantly ‘cap’ the build out of renewables that use a lot of concrete to build wind turbines.
Could be. Not sure if it’d be a limiting factor, but it could increase the cost of a whole bunch of things.
Amazing content, like always :)
Wow, thank you, Emanuele!
Thank you for sharing this idea, SB!
Our pleasure. The research for this was a blast.
Great article. I agree! I think I stumbled across the company a year ago. Didn’t decide to buy but still on my "interesting" watchlist.
Thanks, Joshua.
Thank you for putting this on my radar!
I kid you not, this is the Substack post I read just before yours: https://open.substack.com/pub/constructionphysics/p/roman-vs-modern-concrete.
No problem, Tian. That’s funny.
Thanks for writing this. I have liked this stock/company for a long time. I also like CRH and VMC
Thanks, Patrick! Good to know, we’ll take a look.
Thank you. Excellent read. That could also significantly ‘cap’ the build out of renewables that use a lot of concrete to build wind turbines.
Could be. Not sure if it’d be a limiting factor, but it could increase the cost of a whole bunch of things.
Amazing content, like always :)
Wow, thank you, Emanuele!
Thank you for sharing this idea, SB!
Our pleasure. The research for this was a blast.