Today Beko Jang, of Value Investor TV and I wrap up our conversation of Lennar Corporation, the large homebuilder. Instead of talking about big picture concepts like competitive advantage and company history, we’re going deep into the numbers.
In today's episode we discuss:
Lennar’s massive revenue growth in the last few years
Why the price of lumber is key for this business
Lennar’s balance sheet and capital allocation policies
… and much more!
Enjoy the show? Rate and Review to share your thoughts:
Podden och tillhörande omslagsbild på den här sidan tillhör Alex Mason. Innehållet i podden är skapat av Alex Mason och inte av, eller tillsammans med, Poddtoppen.