u/Healthy_Discussion_6 — thesis ledger

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	0	0%	-4.1%	-4.1%
3d	1	1	0	0%	-4.1%	-4.1%
1w	1	1	1	100%	+2.2%	+2.2%
1m	1	1	0	0%	-2.7%	-2.7%
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

-4.1%

100%

+2.2%

-2.7%

—

Thesis history

$LENr/ValueInvestingStock Analysisbullish

u/Healthy_Discussion_6 · 43d agono track record yet

Long LEN

Lennar Corp.: An Attractive Contrarian Value Opportunity Below Book Value

Lennar trades at 0.87x book value (1.04x tangible book value) with a strong balance sheet and relatively low leverage. If interest rates normalize and housing demand recovers, the company has significant upside potential as a contrarian value opportunity during a weak market phase.

At post $79.19Now $85.46+7.9% since postedas of Oct 29, 4:45 PM ET

1d-4.1%

3d-4.1%

1w+2.2%

1m-2.7%

3m—

6m—

1y—

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End of results.