Jesse Barone

Basic Materials

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q1 '25Q1 '26

Focus Areas6 topics

M&A3Pricing1Revenue Growth1Geographic Expansion1Cost Pressure1Margin1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

MLMMartin Marietta Materials1 quarter

2026 Q1

was there any disruption in them announcing pricing to start the year just with the pending transaction

PricingM&AView in transcript →

Anything that's kind of sticking out to you, either incremental opportunities or anything that you're kind of more convicted in

M&ARevenue GrowthView in transcript →

VMCVulcan Materials Company2 quarters

2025 Q3

can you just kind of help us how you're thinking about the pipeline? You obviously will have quite a bit of dry powder

M&AGeographic ExpansionView in transcript →

2025 Q1

oil has come down here in the first quarter and then taken another step down in 2Q. Just curious kind of how that kind of translates into your own pricing

Cost PressureMarginView in transcript →