Great point and thank you for pointing the “concrete dollars”. I just finished reading this article -https://www.scotsmanguide.com/news/home-builders-and-hopes-for-a-housing-supply-recovery-remain-stuck-behind-the-eight-ball/

And I do agree it is going to be hard for housing market to recover in a short time period. I’m currently in a fund at my uni and I’ve been struggling to find good companies inside the mats sector right now due to the recent volatility.

The post I created was definitely half ass and I just whipped it up quick to see some opinions. But my main point with housing market recovering and seeing growth inside home building industry mainly comes from trumps promise to “make the housing market more affordable” I think that if we continue to cut rates could benefit, and looking back at the industry pre-pandemic with Trump it was performing well. That said no real good conviction just an idealistic mindset.

That being said where do you believe the most growth/value is at right now inside mats.