u/StockTurtle69 · 69d agono track record yet
Lennar: Housing Lull Hiding Improved Business Model
Lennar's improved business model—spinoff of land holdings into Millrose, net cash position, and capital-light structure—creates durable competitive advantages that are currently masked by a housing market lull. The structural undersupply of US housing (2-10 million units) and expected market rebound over 3-5 years position Lennar to benefit significantly from the cyclical upturn while maintaining competitive strength.
At post $87.59Now $85.46-2.4% since postedas of Oct 29, 4:45 PM ET
1d—
3d-0.5%
1w-2.1%
1m-11.4%
3m—
6m—
1y—