TopBuild: Cyclical Recovery, Secular Tailwinds, And M&As Support Growth (NYSE:BLD)

TopBuild Corp.'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 the interest rate cycle should help unlock aI 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 primarily on managing my own money and my purpose here ...