To kick off the analyst series for 2021, Firetrail Portfolio Manager, Ramoun Lazar, takes us on a deep dive into the US housing market. The current market conditions, including low interest rates, record-breaking consumer savings and seemingly never ending stimulus, have created the foundation for a global housing boom! Ramoun discusses how Firetrail is taking advantage of these conditions through portfolio holding James Hardie (ASX:JHX), and the future growth potential for the stock.
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