PERSON DIRECTORY
Tuan
Tuan appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Pershing Square Challenge 2025 winners on Carlisle $CSL
Carlisle’s 80% commercial exposure and 70% repair-and-replacement revenue make it less cyclical than its building-products label suggests.Fully warranted 20-to-30-year systems, certification, specifications, and contractor incentives create sticky demand that IKO has struggled to penetrate.At roughly $400, the team saw near-15% five-year IRR potential; margin durability, labor, QXO’s Beacon acquisition, and pricing remain key risks.