Shares of Builders FirstSource (NYSE: BLDR ) have been a strong performer over the past year, gaining 45%. However, shares are down over 10% from their highs as mortgage rates have stayed higher. Given these challenges, Builders reported mixed Q3 results, but optimisticOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question ...