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Which podcasts are discussing LEN?
13 ATTRIBUTED IDEAS · 11 EPISODES · 7 SHOWS
The shows
We Study Billionaires - The Investors Podcast Network
CNBC Fast Money
The Compound and Friends
Marketplace
The Business Brew
Thoughtful Money
WSJ What's News
Where the discussion went deepest
5 APR5 APRWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 02:30
Hold through cycles for multi-bagger returns
“The thesis argued that to achieve multi-bagger returns, investors must be willing to hold through significant volatility and cyclical downturns, as exemplified by Aristotle's long-term holding of Lennar.”
TIP805: Stock Market Maestros w/ Kyle Grieve
Core thesis · 5/5Verify in source →
24 MAR24 MARTHE COMPOUND AND FRIENDS · 20:00
Housing market frozen, a major economic drag
“The thesis presented was that the frozen housing market, with high mortgage rates and a historic imbalance of sellers to buyers, is a critical drag on the broader economy and consumer sentiment.”
Economic Data Deteriorates, Private Credit Struggles, Retail Traders Give Up
Core thesis · 5/5Verify in source →
5 JUL5 JULTHOUGHTFUL MONEY
Long S&P 500 short homebuilders pairs trade
“A market-neutral pairs trade long SPY and short Lennar captures sector-specific housing downside while hedging broader equity market risk.”
Fourth Turning To Turn The Dollar Into A Wrecking Ball? · with Thoughtful Money's
In depth · 4/5Verify in source →
28 MAY28 MAYWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 07:49
Counter-positioning moat protects NVR's model
“The case was made that NVR benefits from a counter-positioning moat, where incumbent homebuilders are structurally unable to copy its LPA model because doing so would harm their existing, asset-heavy businesses.”
TIP818: NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'Malley
In depth · 4/5Verify in source →
28 MAY28 MAYWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 57:37
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.”
TIP818: NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'Malley
In depth · 4/5Verify in source →
12 MAY12 MAYTHE COMPOUND AND FRIENDS · 38:00
Housing-related stocks in a 'depression'
“The hosts presented a bearish case on housing-related stocks, arguing the sector is in a 'barren wasteland' due to a complete lack of transaction activity, despite resilient home prices.”
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash
In depth · 4/5Verify in source →
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