Found the following link on the motely fool board about USG. USG – united states gypsum, is a construction material company, manufacturing wallboards (gypsum boards) and other construction material such as tiles. The performance of this company is highly dependent on the state of the US housing market.

I would highly recommend this article to anyone interested in learing how to value and invest in cyclical companies. added note : Warren buffett holds 19% of this company’s equity.

One Comment

  1. RaviAranke says:

    Thanks for the link.
    Very good article indeed. This is the right way to evaluate a cyclical company by looking at normalised earnings.

    BTW, I, too, browse Motley Fool boards.

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