Boise Cascade: Not Just Another Cyclical, But Not Undervalued (NYSE:BCC)

Company Overview - Boise Cascade LLC (BCC) is an integrated forest products company based in the United States, with origins tracing back to separate companies in the early 1900s, merging in 1957 to form Boise Cascade [1] - The company was once a sprawling conglomerate and underwent significant divestitures from 2004 to 2008, selling off assets worth $3.7 billion [1] Investment Insights - The analysis focuses on identifying investment opportunities at the intersection of value and growth, particularly in small-cap companies, aiming for long-term compounders and special situations [1]