Freakonomics Radio (9/28/17; Why Larry Summers is the Economist Everyone Hates to Love) Larry Summers: (On infrastructure) “I think we’ve completely mismanaged infrastructure investment in the United States. It’s nuts that when interest rates are lower than they’ve been at any time in the last 50 years that we’re also investing less net of depreciation…it’s […]
Tag Archives: Franchisees
[TREX] Trex [AZEK] Azek
Building materials: part 2b (TREX, AZEK)
August 25, 2024
Related posts:Building materials: part 1Building materials: part 2a (LPX, JHX)Next month, I’ll conclude this series [...]
Continue reading →Building materials [LPX] Louisiana Pacific [JHX] James Hardie
Building materials: part 2a (LPX, JHX)
August 5, 2024
Related post: Building materials: Part 1In the 1967 film The Graduate, a young Dustin Hoffman [...]
Continue reading →Building materials BXC
Building materials: part 1
July 11, 2024
Many of the companies I discuss on this blog are not just good businesses, but [...]
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Continue reading →[MKTX] MarketAxess
[MKTX] MarketAxess
June 19, 2024
I first wrote about fixed income trading platforms in 2020. To recap: this market has [...]
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Continue reading →[XPEL] Xpel
quick Xpel update
May 28, 2024
Original post: [XPEL] Xpel (4/1/24)I bought some XPEL shares in March and wrote some nice [...]
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