Building Products
topic on 2 shows · 2 statements across 2 episodes
Capital Allocators 
David Senra
2 statements about Building Products, every show
Lewinsohn: Building products earnings expectations have capitulated, setting up outperformance
“Building products in particular, earnings expectations have really capitulated in 26, which could create interesting environment for outperformance.”
Jacobs screened 55 industries for QXO, eliminating sectors vulnerable to AI
“So when I looked at 55 different industries before I picked building products, I ruled out a bunch of them, so this looks like an interesting industry, but I think AI and automation are going to kibosh it. And I didn't do it.”