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Michael Mitchell: Business Adventures

The Security Analysis Podcast

CHAPTER

The State of the Lumber Industry and Opportunities in the Market

This chapter explores the current state of the lumber industry, discussing factors such as underbuilt single family housing, changes in lumber production, and the shift in profitability. It also highlights the need for capital investment in mills and the potential for monetizing noncore assets, emphasizing the optimism for the future of the industry.

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