Long/short equity, value, special situations, growth

Bullish On Builders FirstSource: Over 2x Upside Potential To Mid-Cycle Intrinsic Value

Builders FirstSource (NASDAQ:BLDR) is presenting an opportunity to buy a dollar for 50 cents. Even after a huge rally in the share price since 2011, I estimate that it has over 2x upside potential to its mid-cycle intrinsic value. Builders FirstSource is a small-cap company that manufactures structural building ...

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