NVR ~ Quality Home Builder

I have been working in the construction industry and my dad is a home builder back in India. I was never enthusiastic about home builders as I know this is a very fragmented industry with low margins and high working capital requirements. However, the company we are going to discuss today is above average business … Continue reading NVR ~ Quality Home Builder


Argan Inc (AGX) – Low risk; High uncertainty bet!

I heard about this company when Tobias Carlisle piteched it on Investor's podcasts episode 188  Tobie is the founder of Carbon Beach Asset Management and an author of Deep Value. I admire him for his thoughtful picks and good research. I decided to look into this when I found similarities with Argan and ideas mentioned in Mohnish … Continue reading Argan Inc (AGX) – Low risk; High uncertainty bet!