Why I'm long Eagle Materials stock ($EXP). Full deep dive on the cement business.
Really great post !
This was a brilliant breakdown—turning something as mundane as cement into a compelling investment thesis takes real insight. The physics lens (F = MA) to explain localized monopolies is especially sharp.
thank you! I have a buddy who always talks about "first principles" so i figured i'd flesh out some basic physics ;)
Well written and thought provoking writeup. Nice idea!
Thank you 🙏
I like this idea a LOT and think your write up is great! Thank you for introducing me to this company!
I'm glad it was helpful! I like it too haha. Just bought some more yesterday
Really great post !
This was a brilliant breakdown—turning something as mundane as cement into a compelling investment thesis takes real insight. The physics lens (F = MA) to explain localized monopolies is especially sharp.
thank you! I have a buddy who always talks about "first principles" so i figured i'd flesh out some basic physics ;)
Well written and thought provoking writeup. Nice idea!
Thank you 🙏
I like this idea a LOT and think your write up is great! Thank you for introducing me to this company!
I'm glad it was helpful! I like it too haha. Just bought some more yesterday