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Mostly my blog is a way for me to follow my curiosities by studying interesting events, companies and investments from the past. I thought I’d experiment with writing about a live situation instead of doing that. This isn’t meant in any way to be a recommendation of what to buy…
Canuck Investment Analyst
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There’s been a lot of speculation on the underlying reasons behind Buffett’s insanely aggressive continued purchases of OXY. SaaS-bois are out here…
Canuck Investment Analyst
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The Coca-Cola Company capped off another very successful year in 1997 of 9% unit case volume growth and a 19% increase in EPS. Entering 1998, Coke had…
Canuck Investment Analyst
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…
Canuck Investment Analyst
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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…
Canuck Investment Analyst
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…
Canuck Investment Analyst
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…
Canuck Investment Analyst
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…
Canuck Investment Analyst
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