Archive - Canuck Analyst's Blog

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.

Mar 29, 2023 •

Canuck Investment Analyst

Mostly my blog is a way for me to follow my curiosities by studying interesting events, companies and investments from the past.

Mar 3, 2023 •

Canuck Investment Analyst

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.

Jul 10, 2022 •

Canuck Investment Analyst

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.

Jun 30, 2022 •

Canuck Investment Analyst

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 •

Canuck Investment Analyst

May 2021

Canuck Analyst Blog

Update: moving my blog here to substack because Blogger is not very good.

May 7, 2021 •

Canuck Investment Analyst

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 •

Canuck Investment Analyst

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.

Oct 19, 2020 •

Canuck Investment Analyst

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.

Jul 19, 2020 •

Canuck Investment Analyst

June 2020

NVR: A Great Company, But Don’t Ignore the Stock Comp

NVR is a high quality company that investors really like.

Jun 7, 2020 •

Canuck Investment Analyst

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