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D.R Horton
READ MORE →: D.R HortonI bought Horton! Horton is the biggest homebuilder in the US. Currently selling at 11x p/e, averaging ROE 20~% since 2017 and growing both EPS and revenue steadily. I think its a great business at a good price. Here is a pic of…
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Evolution AB
READ MORE →: Evolution ABIntro Yo! Welcome back to the blog. Today I am gonna have a write up of one of my favourite companies, that I also have in my current porfolio (quite a hefty amount). EVO is one of those companies, that you would just…
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Lithia Motors
READ MORE →: Lithia MotorsLitha is an interesting one. When I was sweeping through datorama looking at some superinvestor portfolios, I noticed a couple of companies sticking out to me. The automotive dealership industry had oddly high concentration. So I decided to check it out. Lithia (LAD)…
A message from Laztum
Hey, I’m Laztum. On this page, you can join me on my entire journey – from delving into stock research and annual reports to sharing random insights through blog posts. This blog serves as a platform for learning from mistakes, tracking my progress, and aspiring to evolve into a proficient investor capable of leading my own firm one day. If you’re intrigued, come along for the ride!