$BECN - Brad plans to double Beacon Roofing Supply's profits in three years, leveraging his past success with other companies. He aims to build a $50 billion company in the building products distribution sector over the next 5-6 years, emphasizing the non-discretionary nature of roofing maintenance.
$CONSTRUCT - Brad is bullish on the construction materials and residential construction sectors, citing the stability of the roofing industry, its resistance to technological disruption, and long-term growth prospects due to aging housing stock and increasing construction needs.
$USMFG - Brad expresses optimism about the future of American manufacturing, projecting significant growth in onshore production over the next 5-10 years.