Josh Brown, CEO, Ritholtz Wealth ManagementQXOQXOPARTIAL BUYMay 27, 2026

They're the top in insulation and waterproofing, and #2 in roofing and building materials. Shares have fallen 39% in the past year, because it's a miserable time to supply the homebuilders (whose stocks are down a well). 

They announced an acquisition of $2 billion this week. The stock will keep going higher.

The moving business is not good, though the CEO will find a way, like consolidate.

Run by a fine CEO. They project $10 billion revenue, and they are disciplined when they buy companies. A long-term compounder. Lower interest rates will drive their end market.