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The Big Long? A Deep Dive on US Housing (Part 6)
What Drives Home Prices and Buy vs Rent
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2
Stock Comp in Software
Hidden Margin Deterioration?
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5
Q1 2022 Letter to Partners
New Long: Williams Sonoma (WSM)
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2
The Big Long? A Deep Dive on U.S. Housing (Part 5)
Part 5 – Affordability
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2
Garage Sale
A Hidden Play on Commercial Construction and Home Improvement With 150% Upside
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Voss Capital
The Big Long? A Deep Dive on U.S. Housing (Part 4)
Part 4 – What Slow Down? Recent Commentary from Builders and Building Product Companies
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2
The Big Long? A Deep Dive on U.S. Housing (Part 3)
Part 3 – Homeowner Balance Sheets and Historical Declines in Home Values
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6
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Voss Capital
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