Transcript
Introduction
Matt
This is Matt Reustle and today we are breaking down Vulcan Materials. Vulcan is America's largest producer of construction aggregates. Now that's all of the crushed rock, the sand, the gravel, which gets used for the foundation of pretty much everything around us, all of the buildings, the roads, the infrastructure that defines the physical footprint of America.
To break down Vulcan, I was joined by Rob Hansen, Senior Analyst at Vontobel Asset Management. And Rob shared what makes this relatively simple business so successful. Speaking into the dynamics of operating quarries, the logistics of moving rocks and what's cyclical versus what is not. So please enjoy this breakdown of Vulcan Materials, one of my recent favorite episodes to record and to learn about.