Is it Wise to Invest in Builders FirstSource (BLDR)?

Black Bear Value Partners, an investment management firm, published its “Black Bear Value Fund” second-quarter 2022 investor letter – a copy of which can be downloaded here. The Black Bear Value Fund, LP (the “Fund”) returned –6.7% in June and –2.7% YTD. If a downturn is going to impair a business permanently, it’s typically not a fit for this Fund. Go over the fund’s top 5 positions to have a glimpse of its finest picks for 2022.

In its Q2 2022 investor letter, Black Bear...