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MasterBrand Cabinets: Undervalued If The Market Stabilizes
MBCMasterBrand(MBC) Seeking Alpha·2024-07-16 12:43

All considered, I like MasterBrand and am happy to follow them over time - it's a simple, relatively easy-to-understand business levered to a growing, albeit cyclical, end-market. Fundamentally, while I don't contextualize there being much more room for growth outside of what the market grants given how mature the industry is, the market isn't pricing really any growth over time notwithstanding the market's history and what appears to be a stabilizing market. Furthermore, I do see MBC as better operators th ...