BLDR在2023...查看全文
闪电考拉2023-07-01 06:13
全美2021年二手房价中值约350700美元,2021年住户收入中值为70784美元,由此计算,民众4.95年的收入可以购买一栋二手房。
2021年底的新房房价中值为41万美元,民众需要5.8年的收入才可以购买一栋新房。
全美总住户(Household)为1.29亿户,包括单身家庭、单亲家庭以及夫妻家庭。2021年夫...查看全文
张仁泽全球投资2023-08-04 00:33
今天分析一下美国的三家房屋建筑材料公司BLDR,LPX, WFG。 我看到巴菲特持有LPX,就找到了相关的两家公司BLDR,WFG。我曾经就职于北卡州一家家族基金,家族掌门人已经是第五代了,他们旗下有实体企业,和这三家房屋建筑材料公司比较接近,都是非常传统的实体制造业。我一直很疑惑这种非常传统的制...查看全文
闪电考拉2023-06-30 12:24
高度碎片化市场,一方面有利于$家得宝(HD)$ 这样的渠道商对接买卖双方,另一方面也为经营效率高的品牌商兼并扩张提供机会。
$Builders Firstsource(BLDR)$ 就是这样的高效扩张者,主营业务是房屋门窗柜梯板材等等各类建材。
本来家装建材行业竞争激烈,利润率不高,而且依赖于整个地产行业...查看全文
Builders Firstsource(BLDR)2023-06-06 06:05
$Builders Firstsource(BLDR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-23-034564 Size: 4 KB 网页链接查看全文
Builders Firstsource(BLDR)2023-05-03 19:06
$Builders Firstsource(BLDR)$ 8-K Current report, items 2.02, 8.01, and 9.01 Accession Number: 0000950170-23-016874 Act: 34 Size: 985 KB 网页链接查看全文
Builders Firstsource(BLDR)03-20 06:05
$Builders Firstsource(BLDR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-033728 Size: 7 KB 网页链接查看全文
Builders Firstsource(BLDR)03-20 06:05
$Builders Firstsource(BLDR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-033732 Size: 7 KB 网页链接查看全文
$Builders Firstsource(BLDR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-033733 Size: 7 KB 网页链接
$Builders Firstsource(BLDR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-033734 Size: 6 KB 网页链接
$Builders Firstsource(BLDR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-033736 Size: 8 KB 网页链接
$Builders Firstsource(BLDR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-033732 Size: 7 KB 网页链接
$Builders Firstsource(BLDR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-033735 Size: 8 KB 网页链接
$Builders Firstsource(BLDR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-033729 Size: 8 KB 网页链接
$Builders Firstsource(BLDR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-033728 Size: 7 KB 网页链接
$Builders Firstsource(BLDR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-033739 Size: 6 KB 网页链接
$Builders Firstsource(BLDR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-033731 Size: 8 KB 网页链接
$Builders Firstsource(BLDR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-033737 Size: 12 KB 网页链接