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Jot Notes: General Thoughts on AutoZone + Vontier's Investor Day
The following are some notes I wanted to share on two companies in the internal combustion engine (“ICE”) ecosystem, AutoZone and Vontier. In the past…
Mar 29, 2023
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Canuck Investment Analyst
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Jot Notes: General Thoughts on AutoZone + Vontier's Investor Day
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Chillin
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…
Mar 3, 2023
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Canuck Investment Analyst
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Chillin
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July 2022
What Is Buffett Up To?
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…
Jul 10, 2022
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Canuck Investment Analyst
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What Is Buffett Up To?
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June 2022
Profile of The Coca-Cola Company - 1997
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…
Jun 30, 2022
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Profile of The Coca-Cola Company - 1997
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August 2021
Home Depot: Breaking Down the 2000-2005 US Housing Boom Experience
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…
Aug 17, 2021
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Canuck Investment Analyst
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Home Depot: Breaking Down the 2000-2005 US Housing Boom Experience
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May 2021
Canuck Analyst Blog
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…
May 7, 2021
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Canuck Investment Analyst
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December 2020
Post-Mortems, Part 1
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…
Dec 7, 2020
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Canuck Investment Analyst
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Post-Mortems, Part 1
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October 2020
What Happened at GE?
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…
Oct 19, 2020
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What Happened at GE?
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July 2020
McDonald's - Crisis and Turnaround of 2002-2003
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…
Jul 19, 2020
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McDonald's - Crisis and Turnaround of 2002-2003
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June 2020
NVR: A Great Company, But Don’t Ignore the Stock Comp
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…
Jun 7, 2020
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NVR: A Great Company, But Don’t Ignore the Stock Comp
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