@nebraskabryce Very intelligent question! Would be curious how they stack up to other window locations as well: 1st floor, 2nd, attic, etc for a residential home
@marc_slans I regrettably sold out ~5 years ago (with proceeds going to something worse, likely). Finally got back in last month for a smaller position. Could always be a better price and larger position but happy it's back on the books for now.
@RicksCEO If so, would it be more prudent not to risk losing those locations at all costs (and their associated cash flows) for a few percentage points of advantageous buybacks (even below $40/sh)? Thanks Eric!
@RicksCEO Great, candid interview as always. Love the buyback model/cap allocation. Question on pulling cash out of real estate equity mentioned in interview.... Is this real estate those that are considered competitive advantages in local markets (grandfathered locations)?