Markets
RBC
@rbc_capi...
Shorted IBP
Shares
up 4.37%
At 217.3, Now 207.8
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 3.32%
At 201.1, Now 207.8
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
[-] 228d ago
All out @
259.0
[-] 319d ago
Trimmed 109.0 shares @
181.0
[+] 1.1y ago
Initial 8.1K shares @
123.0
Thesis
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