Thursday, April 28, 2016

The Rise and Fall of American Growth

American productivity growth used to be a lot higher than it is now. In the century between 1870 and 1970, and especially in the fifty years between 1920 and 1970, the American increased his productivity at a pace he has not been able to match since. Robert Gordon examines the history and the potential causes of American growth over different periods in American history in The Rise and Fall of American Growth.

Friday, April 22, 2016

Anglo American: The Fall and Rise

Just seven months ago, I wrote about Anglo American as a potential value opportunity. It subsequently fell a lot further from there, but has now come all the way back and then some. I have taken advantage of the recent optimistic sentiment to sell my shares.

Monday, April 18, 2016

Beazer Homes Looks Like Good Value

I've been nibbling on shares of home builder Beazer Homes (BZH) lately. The company is profitable and trades at a big discount to book value, most of which is made up of land and houses i.e. inventory.

Monday, April 11, 2016

The Jungle

The most powerful books are the ones that change public policy, which was the case with Upton Sinclair's The Jungle. Sinclair was a journalist who spent 7 weeks working undercover as a labour hand in the meat packing industry and wrote this novel when he came back.

Thursday, April 7, 2016

Data Group is Really Cheap

Data Group provides print marketing (e.g. direct mail) and other document management services for businesses, with six locations across Canada.

Friday, April 1, 2016

Karsan Value Funds: 2016 Q1 Results

Karsan Value Funds (KVF) is a value-oriented fund, as described here. Due to securities regulations, the fund is not open to the public at this time. Should that change in the future, there will be an announcement on this site.

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