“Favorable Demand Drivers Combined With Supply Constraints” is a phrase from manufactured home community giant Sun Communities’ (NYSE:SUI) recent 2021 investor power point. “Jim Schmitz has released the first salvo in what promises to be a monumental work on monopoly, titled “Monopolies Inflict Great Harm on Low- and Middle-Income Americans,” … Continue reading “Grumpy Economist” Cochrane – Sun Communities (SUI) – ‘Favorable Demand Drivers With Supply Constraints’ – Investor Data Yields Quick Case Study in Buffett “Moat” “Sabotaging Monopolies” Impact