Canuck Analyst's Blog

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…
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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…
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(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…
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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…
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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…
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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…
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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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Canuck Analyst's Blog

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