After some very strong YTD earnings from some of my favourite housing related companies , US housing was foremost in my mind and I got curious about what these stocks were like in the 2000-2005 US housing boom. These were the returns on some top notch housing companies from…
Update: moving my blog here to substack because Blogger is not very good. Old posts are still on canuck-analyst.blogspot.com In the meantime, tell your…
(Note: a lot of the idea threads and conclusions in this blog are my own speculations, I can’t know what was actually going on inside Berkowitz’ mind…
With this blog, I'm trying to really sink my teeth into the whole "all I want to know is where I'm going to die so I never go there" idea promulgated by…
GE’s stock peaked at $60 in 2000 and currently trades at 10%-15% of that value 20 years later. This is a study in the “tell me where I’m going to die so…
Ted Weschler’s record while running his fund (Peninsula Capital) for the 11 years from 2000 to 2011 is epic. He generated 26% CAGR, turning a $1M…
NVR is a high quality company that investors really like. Unlike most homebuilders, the company has no net debt. And despite being a homebuilder, the…

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