6 Comments
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Ozeco's avatar

Very impressive write up!

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Kairos Research's avatar

Thanks!

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Pablo Hill's avatar

For longer low risk, better to go with HD

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Elias Papadopoulos's avatar

Great write up. What percentage of insulation is tied to new housing vs existing home remodels?

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SHP's avatar

thank you for your article! Do you also think that $CSL or §BLDR is that cyclical?

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Kairos Research's avatar

Im not deeply familiar with CSL but think they, are both probably similar to BLD in terms of their cyclical nature.

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