TopBuild: Cyclical Recovery, Secular Tailwinds, And M&As Support Growth

TopBuild’s (NYSE: BLD ) revenue outlook is positive with the company positioned to benefit from both cyclical and secular drivers. On the cyclical side, the reversal in interest rate cycle should help unlock a recovery in residential and light commercial markets, whereI have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and $500 million. I also have had a brief stint as a sell-side analyst. I am now focusing prima ...