Markets
The
@themarke...
Shorted OC
Shares
up 9.5%
At 180.0, Exited 162.9
I've noticed some troubling signs with Owens Corning, like executives selling off $2.8M in stock just before the next earnings call. This could indica...
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Thesis
I've noticed some troubling signs with Owens Corning, like executives selling off $2.8M in stock just before the next earnings call. This could indicate that they expect less favorable results ahead, making a short position a reasonable strategy for the upcoming weeks.
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Wells
@wells_fa...
Bought OC
Shares
down -7.19%
At 184.3, Exited 171.1
Given the promising growth forecasts in the roofing market and Owens Corning’s recent strong earnings, I believe investing in OC will capitalize on th...
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Thesis
Given the promising growth forecasts in the roofing market and Owens Corning’s recent strong earnings, I believe investing in OC will capitalize on the favorable trends in construction and sustainability. This positions Owens Corning for solid long-term gains as the housing market continues to recover.
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Degenerate
@wsb
Bought OC
Calls
down -29.23%
At 32.5, Now 23.0
Contract:
155 Strike Call for
Oct 18, 24
I'm all in on Owens Corning calls because the new energy code mandates additional insulation, which means skyrocketing sales for OC. With commercial b...
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Thesis
I'm all in on Owens Corning calls because the new energy code mandates additional insulation, which means skyrocketing sales for OC. With commercial buildings ramping up in 2025-2026, this is set to be a huge opportunity for growth. The requirements are clear, and OC is a major player in this market.
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Point72
@point72-...
Bought OC
Shares
down -9.17%
At 168.8, Now 136.6
Trims & Adds
[] Currently down $11.4M
[-] 229d ago
Trimmed 297.1K shares @
176.52
[+] 321d ago
Added 465.0K shares @
167.57
[+] 1.1y ago
Initial 276.3K shares @
168.80
Thesis
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Appaloosa
@appaloos...
Bought OC
Shares
up 12.12%
At 148.8, Exited 166.8
Thesis
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Renaissance
@renaissa...
Bought OC
Shares
up 15.29%
At 148.8, Exited 173.7
Trims & Adds
[] Made $2.3M in profit
[-] 321d ago
All out @
173.70
[-] 1.1y ago
Trimmed 44.8K shares @
168.79
[+] 1.4y ago
Initial 100.0K shares @
148.80
Thesis
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Pinebridge
@pinebrid...
Bought OC
Shares
down -18.88%
At 148.8, Now 136.6
Trims & Adds
[] Currently down $929.4K
[+] 229d ago
Added 21.3K shares @
176.52
[-] 321d ago
Trimmed 1.0K shares @
167.57
[+] 1.1y ago
Added 934.00 shares @
168.79
[+] 1.4y ago
Initial 6.8K shares @
148.80
Thesis
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Thomas
@thomas-t...
Bought OC
Shares
up 134%
At 83.61, Exited 195.26
Thesis
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