“Builder First Source … down 45% year to date.”

The Compound and Friends · Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT?

Play from 51:31
51:31

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What was described

stock down 45% year-to-date

-45% YTD

Said nearby on the same subject

“You recommended shorting it in June, and the stock is down over 40% since then.”
♫
Said on Monetary Matters with Jack Farley
Why it worked stock down over 40% since June; implied default rate 60% Share this moment
“I was down in Brisbane growing the brand I was at a track cycling meet and just I was knocking on just stock of stores I just literally wrote down like 30 bike shops in Brisbane and just went door to door to door”
♫
Said on eCommerce Australia
How they work 30 bike shops Share this moment
“If you ignore long term care costs… our estimates from that 40 to 45 percent number came down around 25 percent.”
SL
Spencer Look
The Long View ·
Data play 40-45% shortfall with LTC included; 25% shortfall when LTC excluded Share this moment
“I've been short a while. The stock is down 60% for the year. ... the slightest good news can cause a counter-rally.”
SE
Steve Eisman
The Real Eisman Playbook ·
How they work down 60% for the year Share this moment

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