u/GlobalVillage30

1 thesis · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-2.8%-2.8%
3d1100%-2.8%-2.8%
1w1100%-4.9%-4.9%
1m000———
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$LENr/ValueInvestingIndustry/Sectorbullish
u/GlobalVillage30 · 29d agono track record yet

BRK just bought more LEN and mortgage rates hit 7.28%. Is it time to make a contrarian bet and buy deep value housing related stocks?

Berkshire Hathaway's continued purchases of LEN signal deep value opportunity in housing stocks despite elevated mortgage rates. The market's fear presents a contrarian opportunity to invest in fundamentally sound housing-related companies.

At post $81.58Now $85.46+4.8% since postedas of Oct 29, 4:45 PM ET
1d-2.8%
3d-2.8%
1w-4.9%
1m—
3m—
6m—
1y—
original post →

End of results.