- I had the pleasure of interviewing Builders FirstSource CEO Dave Flitman the day after the WTS Paradigm acquisition, and we discussed several interesting subjects.
- Builders FirstSource has been capitalizing on robust cash flow and a strong balance sheet to complete several accretive acquisitions, alongside a new segment through WTS Paradigm.
- The macroenvironment is favorable and the demand forces should have staying power, despite short-term supply chain bottlenecks.
- The value-added products are an exciting catalyst for higher returns in this multi-year play.
For further details see:
My Interview With Builders FirstSource CEO Dave Flitman