Installed Building Products: Not A Sustainable Reinvestment Rate (NYSE:IBP)


house attic insulation - construction worker installing rock wool in mansard wall

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Investment thesis

Installed Building Products, Inc. (NYSE:IBP) IPO in 2014. By 2022, its revenue had increased by 5-fold while its total assets had risen by 8 times. But the growth came from a combination of acquisitions and tailwinds from a growing construction



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