1. EachPod

Deep Investment Research Analysis: TopBuild Corp. (BLD)

Author
Lukasz Tomicki and LRT Capital Management LLC
Published
Tue 12 Aug 2025
Episode Link
https://gemini.tomicki.net/deep-investment-research-analysis-topbuild-corp-bld/

Section 1: Executive Summary & Core Investment Thesis 1.1. Company Snapshot TopBuild Corp. (NYSE: BLD) is a premier installer and specialty distributor of insulation and building envelope solutions in the United States and Canada. The company operates a diversified business model across residential, commercial, and industrial end-markets, commanding a #1 market position in residential insulation […]

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