Phenomenal

Daiwa Industries: Phenomenal Economics, Almost Entirely For Free (OTCMKTS:DAWIF)

admin2 months ago012 mins

Hitra Daiwa Industries (OTCPK:DAWIF) is one of the best publicly listed businesses on the market in Japan, covered in the past here as a Top Idea and again in May 2023 where we commented on some new product launches and generally strong profit growth performance. We will recap some of the primer for the business…

NVR: A Deep Dive Into This Phenomenal Homebuilder

admin6 months ago067 mins

SimonSkafar I am excited to dive into NVR, Inc. (NYSE:NVR) – the largest homebuilder on the US East Coast and the fourth largest nationally, with a $20B market cap. It fits the Sleep Well Investments mold with anti-fragile attributes that have generated profit every year since 1993 – no peers have managed this – and…

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Daiwa Industries: Phenomenal Economics, Almost Entirely For Free (OTCMKTS:DAWIF)

NVR: A Deep Dive Into This Phenomenal Homebuilder