What Drives Home Prices and Buy vs Rent
2

August 2022

Update on a Top Long Idea: Extreme Networks (EXTR)
2

July 2022

Hidden Margin Deterioration?
4

May 2022

New Long: Williams Sonoma (WSM)
2
Part 5 – Affordability
2
A Hidden Play on Commercial Construction and Home Improvement With 150% Upside
Part 4 – What Slow Down? Recent Commentary from Builders and Building Product Companies
2

April 2022

Part 3 – Homeowner Balance Sheets and Historical Declines in Home Values
6
Part 2 - What’s Driving Demand?

March 2022

Part 1 - Where Is The Inventory?
1
Is Profitability the New Growth?
2

June 2021

Will the 2020s US end up like 1920s Germany?