As we’ve seen the world get shaken up over the past few months, it’s pretty likely that my internal biases are impacting my assessments of companies — I always intend to be rigorous in setting “buy below” prices for myself, which I hope will be useful for you, but it’s very likely that my rosier […]
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This is the meat of earnings season for my holdings, so I’ve got a lot of fairly minor updates for you today in this one-day-early Friday File (OK, call it a Thursday File… sorry for the schedule change, but I’m traveling to Las Vegas, the Land of Good Choices, for a wedding this weekend, and […]
There’s been a little stirring of interest in real estate among the newsletter crowd again in recent years, most visibly with the launch of the Motley Fool’s Millionacres projects — investors are clearly interested in both publicly traded investments in the real estate space, and in “real world” real estate investments like rental properties (which […]
More Royalties, Please… The world of precious metals royalties has been quietly changing a bit, with new entrants and some rising interest in gold as inflation concerns have heated up this year, so there are a few updates to share… but first… If you don’t know what royalties are, they’re best thought of as a […]
Bad news… Dream Finders Homes (DFH) did not partner up with Boston Omaha’s Yellowstone Acquisition SPAC (YSAC) to go public, as I had harbored some small hope they might… but good news, too, because DFH did go public this week, which came as a surprise to me on Thursday, since I hadn’t noticed the original […]
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I've held BLD and BLDR this year. Great returns and happy with management of both. They are buying back shares and doing...
Thanks Travis! I really enjoyed reading your take on the housing sector. I bought some NVR a while back and intend t...
Cannot thank you enough for this - I read Sjuggerud's pitch with great interest, but except for NVR got few real clues. ...
They've been reducing their debt, and they do pay a small dividend. They're bigger than NVR, and their returns over the...
I read somewhere that LEN-B is a promising-dividend payer- homebuilder that follows NVR model. True?...
I have not ever looked at MHO, but the numbers look very solid at first glance. MHO has't had the consistently strong R...