BLDR Builders Firstsource Inc

$BLDR just moved all of my retirement account into this stock. Bought at 50.55 No more diversification. Go big or go broke. You only live once. I figure the housing market will eventually come back, and if it doesn't we are all fighting in the streets anarchy and stocks mean nothing.

$BLDR Another new multi-year low for Builders FirstSource. Fourth year of a housing recession. Seems likely it will remain in a recession in 2027 which will make this bust longer than the Great Recession/Housing Bubble bust which was 2008-2012. Foreclosures cleared the market relatively quickly then. Had price discovery. This time, we do not have that. As a result, we will have a lost decade for housing. But it's market by market, not national. (No position but I own Toll Bros.)

$BLDR New home industry is in a recession. This is the fourth year of it. If it continues in 2027, it will be five years. Unprecedented. Even the housing bust after the bubble was just 4 years: 2008-2012. But we had quicker price discovery due to foreclosures. This recession could last a decade. Will Builders FirstSource give back all of its gains since the COVID lows? That would put it back under $20. I have it on my watch list for when it gets dirt cheap. (no position)

Bought a nice chunk. It will bounce, just be patient. Easiest trade of the year. No way Trump lets rates stay this high. $BLDR

$BLDR The Valuation Trough: Because the share count returned to its 2020 level, today's market cap of ~$5.7B matches where the entire company was valued right before the BMC merger closed in late 2020.

$BLDR The iconic observation deck provides a business beyond office rents. A recovery in visitor numbers could improve earnings and although visitor weakness is currently a significant headwind.**

$BLDR Seems like Oct month end Fiscal year tax loss selling by mutual funds. Should be out by end of next week. Remember, Nov is the largest up month for homebuilders. HD's seasonal swing is also Nov. So, end of month ERs probably adds to catalysts. As long as 10y behaves. Grok says $BLDR is worth north of $140 'if' 10y falls below 4.75 and they just meet their current guide for year and follow through with their buyback. (which I don't think they've bought any so far)

$BLDR they increase debt to do buybacks too bad they bought back shares in 80-90-200s what a shit lshoe management and company..

$BLDR better hope that interest rate bridge gets built in time because these guys are hell bent on racing to the cliff pedal to the metal.