[LEN] Lennar Corporation - Part 2 with Stock Stories Podcast | VITV Podcast #142
Lennar Corporation is a home construction and real estate company based in Fontainebleau, Florida, with a Miami postal address. In 2017, the company was the largest home construction company in the United States after its purchase of CalAtlantic Homes. The company is ranked 154th on the Fortune 500 as of 2019. WikipediaAlex 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. How does their top line and bottom line look? - 0:00Debt load and overall balance sheet health - 16:37Return on capital - 21:05Excess cash management (ie. dividend, buyback) - 28:50Management incentives - 38:30Valuation - 43:30Conclusion - 53:05Email: [email protected]: @vitvpodcastInstagram: @vitvpodcastFacebook: /vitvpodcastDatabase: www.valueinvestor.org