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Which podcasts are discussing TOL?
9 ATTRIBUTED IDEAS · 7 EPISODES · 2 SHOWS
The shows
CNBC Fast Money
We Study Billionaires - The Investors Podcast Network
Where the discussion went deepest
16 JUL16 JULCNBC FAST MONEY · 01:10
Homebuilder stocks face severe housing affordability headwinds
“The bear case argued for homebuilders: sticky mortgage rates, worst affordability in 25 years, and aggressive price discounting threaten margins despite recent stock resilience.”
Netflix Earnings Results… And What’s Next for the Energy Trade 7/16/26 · with United Health
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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
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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 →
9 JUL9 JULCNBC FAST MONEY · 03:15
Homebuilders benefit from locked-in existing homeowner rates
“Homebuilders are capturing rare market inventory because elevated mortgage rates prevent existing homeowners from selling.”
Counting Down to SK Hynix Offering… And A Major Warning Sign in the Market 7/9/26
Substantive discussion · 3/5Verify in source →
11 JUN11 JUNCNBC FAST MONEY · 00:46
Luxury homebuilders outperform entry-level amid rate pressure
“Entry-level and mid-level homebuilders face margin compression and pricing pressure from elevated interest rates, while luxury homebuilders remain resilient.”
Stocks Surge On Potential End Of War… And Countdown to SpaceX Public Debut 6/11/26
Substantive discussion · 3/5Verify in source →
1 JUN1 JUNCNBC FAST MONEY · 07:30
Housing sector faces persistent headwinds despite deal
“The desk argued the broader housing sector remains under pressure due to high mortgage rates, weak consumer sentiment, and affordability issues, limiting near-term upside.”
Berkshire’s Signals A Housing Market Bottom… And A Market Rally Expiration 6/1/26
Substantive discussion · 3/5Verify in source →
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