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2026 VIS: Waypoint’s Lukasz Thieme Bets on This Housing Stock With A Free Call Option

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HFA Staff
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At the 2026 Value Investing Seminar in Trani, Italy, a portfolio manager made the case for a mispriced building-products franchise with a hidden option.
Lukasz Thieme of Covictor Capital LLC presenting at the 2026 Value Investing Seminar
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At the 2026 Value Investing Seminar in Trani, Italy, a portfolio manager made the case for a mispriced building-products franchise with a hidden option.

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