u/StockTurtle69 · 24d 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 $88.16Now $79.99-9.3% since postedas of Sep 14, 4:30 PM ET
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3d-0.5%
1w-2.1%
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