Lennar Corporation (LEN) : America's Finest Home Builder Part 1 | Value Investor Chatter | #141 |
Looking for a top-rated home builder? Look no further than Lennar Corporation (LEN)! For over 60 years, Lennar has been committed to building the best homes in America. With a focus on quality and customer satisfaction, Lennar has become one of the most trusted names in homebuilding. If you're interested in learning more about this stock or investing in American real estate, be sure to check out our latest video! Alex Mason is the host of Stock Stories Podcast (https://podcasts.apple.com/us/podcast...) where he shines light into the "stories" behind companies. It is an excellent podcast. I highly recommend you giving it a listen. Episode Outline (0:00) How does their top line and bottom line look? (16:37) Debt load and overall balance sheet health. (21:05) Return on capital (28:50) Excess cash management (ie. dividend, buyback) (38:30) Management incentives (43:30) Valuation (53:05) Conclusion Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/ --- Support this podcast: https://podcasters.spotify.com/pod/show/valueinvestor49/support