We are long shares of a company that caters to the needs of enterprises who build modern data centers and mission critical facilities. The company helps its customers design optimal building layouts. It also supplies them with equipment and recurring […]

We are long shares of a 40-year-old building supply company who is a leading distributor of building products in North America. This company’s revenues are dependent on housing starts and to a lesser extent the home remodeling market. This is a […]