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Rock Solid Thesis: The Case for Owning the Aggregate Businesses

Rock Solid Thesis: The Case for Owning the Aggregate Businesses

YCG, LLC

28
21:25
Apr 29, 2025

YCG's Q1 2025 Investment Letter

#Aggregates#CRH#vulcan materials#martin marietta materials#pricing power#nimby#physical network effects#Business
YCG, LLC
YCG, LLC
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