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NVRLENTOLPHMMIXEDIn depth · 4/5

Home building as a middling, cyclical industry

The speakers framed the home building industry as structurally challenging and cyclical, placing it in the middle of the spectrum between 'great' and 'terrible' industries for investors.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
NVR: Home building as a middling, cyclical industry · Zortix