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Hissing Sounds up North

It has been almost one year since we initiated our first short position in Canada and made known our skepticism of the Canadian housing market (er, bubble) to our investors.  Today we look upon the past year’s worth of data…

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Home Valuations & Higher Rates

Last week, we completely revamped our research and model on Altisource Residential, a stock we very much still like given the deep discount to peers and a business model that’s proving the skeptics wrong thus far in 2016. By this…

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