VALENCIAN BAT CAPITAL (@vbatcapital) 's Twitter Profile
VALENCIAN BAT CAPITAL

@vbatcapital

Private investor & Msc structural engineer. Lover of learning 》 hard work 》hard saving 》owner excellent long-term businesses 》freedom of conscience.

ID: 1667857323296010242

linkhttps://vbatcapital.substack.com/ calendar_today11-06-2023 11:33:21

721 Tweet

1,1K Followers

381 Following

VALENCIAN BAT CAPITAL (@vbatcapital) 's Twitter Profile Photo

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

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
VALENCIAN BAT CAPITAL (@vbatcapital) 's Twitter Profile Photo

“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/…

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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

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
Finding Compounders (@f_compounders) 's Twitter Profile Photo

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

I’m the long run , sales growth is the key driver of Long Term Stock Performance 

Source : BCG Analysis and Morgan Stanley Research
VALENCIAN BAT CAPITAL (@vbatcapital) 's Twitter Profile Photo

$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... 🏘️

$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... 🏘️