EXP
EXP @WatchEXP ·
This week on Firearms Expert, Jonathan and Dave are wading into the undead to take a look at Toxic Commando's zombie-slaying arsenal, including the SCAR-adjacent HAMR-17, the Taiga 12 shotgun, and a Railgun without any rails… #exp #expertreacts #toxiccommando #jonathanferguson
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とも
とも @nanndemoiijyan ·
#エキサイティングポルシェ #EXP ありました😄 記念すべき20回目も楽しみにしております。0
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Streets Value
Streets Value @alpha_streets ·
Replying to @alpha_streets
5/5 EAGLE MATLS INC #EXP 3 quarters in a row, Baupost group has been increasing this position. Currently sitting on a $244M position. Eagle Materials is a high-quality, disciplined industrial compounder trading at a discount due to temporary residential headwinds. The company's 'local monopoly' characteristics in cement provide a sturdy floor, while the wallboard segment acts as a coiled spring for the eventual housing recovery. With a pristine balance sheet, a shareholder-friendly management team, and a valuation (17x P/E) significantly below its pure-play aggregates peers, EXP offers an asymmetric risk-reward profile. The intrinsic value analysis suggests the stock is moderately undervalued, offering a margin of safety for long-term investors willing to wait out the current housing cycle trough.
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Andrew Kieckhefer+
Andrew Kieckhefer+ @KieckheferA ·
Could not be more full of gratitude for insurance providers, having made possible a light to move forward. #EXP
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