u/aznology

1 thesis · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-0.1%-0.1%
3d111100%+0.8%+0.8%
1w111100%+0.1%+0.1%
1m111100%+4.8%+4.8%
3m000———
6m000———
1y000———

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

Thesis history

$LENr/ValueInvestingStock Analysisbullish
u/aznology · 37d agono track record yet

Why is no one talking about LENNAR (LEN) <1 P/B Free money?

LEN trades below 1 P/B ratio, implying liquidation value ~12% above current market price. Combined with severe US housing shortage and structural demand, LEN has a margin of safety while positioned to gain share from smaller competitors unable to subsidize rates.

At post $80.99Now $85.46+5.5% since postedas of Oct 29, 4:45 PM ET
1d-0.1%
3d+0.8%
1w+0.1%
1m+4.8%
3m—
6m—
1y—
original post →

End of results.