My Account | Sign In
The structural panel industry is heavily consolidated with a small number of key firms in each sector and geographic region. Adding capacity requires significant capital investments and the adoption of new technologies. What do we observe from firms seeking to more…
In a previous post about timber REITs, I quoted Mark Cuban, owner of the NBA’s Dallas Mavericks and investor on Shark Tank, on stocks and dividends: I believe non dividend stocks aren’t much more than baseball cards. They are worth what more…
This is the third in a series related to the threat of substitutes based on from research in the structural panels industry. Part I introduced the sector and core themes, and Part II described the power of effective cost controls more…
This is the second in a series related to the threat of substitutes based on research in the structural panels industry. Part I introduced core themes and the sector. Why Substitute? A consumer considers substituting one product or service for more…