← @ragingventures

$BLDR

看空2026-05-01
喊单前后价格走势
2026-05-01
各周期结果✓ 命中-4.4%
1d
5d
-1.4%
21d
-4.4%
原帖
Raging Capital Ventures · 2026-05-01

$BLDR aggressively bought back more stock in Q1 ‘26, despite significant negative operating leverage & $4.5 b of debt (~3.7x ‘26 estimates). This isn’t 2014-15 and mgmt seems blind to the fact that 2020-22 was a bubble. There’s increasing balance sheet risk here…

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