Conservatively, the US needs to build about 1.3mn homes annually (MF and single-family) to keep pace with household formation (population growth + “headship” rates) and secondary home demand, and replace destroyed housing stock. Based on Census Bureau data, it looks like we overbuilt by around 3.5mn units from 2000 to 2007 and underbuilt by 4.1mn […]
Tag Archives: LEN
[ADYEN] Adyen N.V.
some thoughts on Adyen
September 20, 2023
Before exploring the competitive concerns that have sent shares cratering nearly 60%, it’s worth reflecting [...]
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Continue reading →Class 1 rails
Class 1 freight rails: part 3 – Hunter Harrison, PSR, and investment implications
September 7, 2023
No analysis of the North American railroad industry would be complete without a discussion of [...]
Continue reading →Class 1 rails
Class 1 freight rails: part 2 – freight types, route structures, and growth
September 7, 2023
Part 1 of this series offers a historical survey of how today’s Class 1 rails [...]
Continue reading →Class 1 rails
Class 1 freight rails: part 1 – historical overview
August 15, 2023
In the gaseous hot ball of 19th century US rail activity roils the primordial elements [...]
Continue reading →[DNB] Dun & Bradstreet
[DNB] Dun & Bradstreet
July 25, 2023
If all you knew about Dun & Bradstreet was that it sold mission critical data [...]
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