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 doing FCF multiples on oil companies. Some investors are talking about how the speed of the EV and renewables transition is being…
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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…
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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…
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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…
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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