Compiling the publicly traded companies that are among the 100 largest crushed stone, gravel and sand producers in the United States. 🪨🪨 $GVA $HEI.ETR $SUM $MLM $VMC $CRH $KNF $ACA $ROAD $USLM VCT.PA $GCC.MX $EXP $CX $HOLN $TTAM

“If labour costs were the main reason you pushed capacity to Asia 20 years ago, and you can take 80 per cent of your labour costs out with automation, it’s possible that you bring that manufacturing capacity back next to your customer" Bruce Flatt $BN brookfield.com/sites/default/…

This FRED chart illustrates how US aggregate prices have increased above general inflation (specially since 2006). Reasons include quarry scarcity, permit limitations, & higher transport costs, alongside solid demand for building & infrastructure. $MLM $VMC $CRH $EXP $SUM $CX

$ERF.PA

I’m the long run , sales growth is the key driver of Long Term Stock Performance Source : BCG Analysis and Morgan Stanley Research

$MAA $CPT New supply has peaked in our markets, and apartment absorption continues to be strong. In fact, new starts are at a 13-year low... 🏘️