Markets
RBC
@rbc_capi...
Shorted IBP
Shares
up 7.94%
At 217.3, Exited 200.0
Given the recent acquisitions by Installed Building Products (IBP) and its strong earnings performance despite challenges in the housing market, I see...
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Thesis
Given the recent acquisitions by Installed Building Products (IBP) and its strong earnings performance despite challenges in the housing market, I see an opportunity to short IBP in anticipation of market corrections due to declining housing starts and broader economic pressures.
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Bridgewater
@bridgewa...
Bought IBP
Shares
up 24.52%
At 201.1, Exited 250.4
Thesis
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Bridgewater
@bridgewa...
Bought IBP
Shares
up 110%
At 122.9, Exited 258.7
Trims & Adds
[] Made $1.1M in profit
[-] 1.0y ago
All out @
258.70
[-] 1.3y ago
Trimmed 109.00 shares @
180.65
[+] 1.5y ago
Initial 8.1K shares @
122.90
Thesis
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