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Lennar Corporation (LEN) : America's Finest Home Builder Part 1 | Value Investor Chatter | #141 |

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Manage episode 292212965 series 2430352
Content provided by valueinvestor.org. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by valueinvestor.org or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Looking for a top-rated home builder? Look no further than Lennar Corporation (LEN)! For over 60 years, Lennar has been committed to building the best homes in America. With a focus on quality and customer satisfaction, Lennar has become one of the most trusted names in homebuilding.

If you're interested in learning more about this stock or investing in American real estate, be sure to check out our latest video!

Alex Mason is the host of Stock Stories Podcast (https://podcasts.apple.com/us/podcast...) where he shines light into the "stories" behind companies. It is an excellent podcast. I highly recommend you giving it a listen.

Episode Outline

(0:00) How does their top line and bottom line look?

(16:37) Debt load and overall balance sheet health.

(21:05) Return on capital

(28:50) Excess cash management (ie. dividend, buyback)

(38:30) Management incentives

(43:30) Valuation

(53:05) Conclusion

Value Investor Chatter

Facebook: https://web.facebook.com/valueinvestor49

Twitter: https://twitter.com/valueinvestor49

TikTok: https://www.tiktok.com/@valueinvestor49

LinkedIn: https://www.linkedin.com/company/valueinvestor49/

Website: https://valueinvestor.org/

--- Support this podcast: https://podcasters.spotify.com/pod/show/valueinvestor49/support
  continue reading

181 episodes

Artwork
iconShare
 
Manage episode 292212965 series 2430352
Content provided by valueinvestor.org. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by valueinvestor.org or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Looking for a top-rated home builder? Look no further than Lennar Corporation (LEN)! For over 60 years, Lennar has been committed to building the best homes in America. With a focus on quality and customer satisfaction, Lennar has become one of the most trusted names in homebuilding.

If you're interested in learning more about this stock or investing in American real estate, be sure to check out our latest video!

Alex Mason is the host of Stock Stories Podcast (https://podcasts.apple.com/us/podcast...) where he shines light into the "stories" behind companies. It is an excellent podcast. I highly recommend you giving it a listen.

Episode Outline

(0:00) How does their top line and bottom line look?

(16:37) Debt load and overall balance sheet health.

(21:05) Return on capital

(28:50) Excess cash management (ie. dividend, buyback)

(38:30) Management incentives

(43:30) Valuation

(53:05) Conclusion

Value Investor Chatter

Facebook: https://web.facebook.com/valueinvestor49

Twitter: https://twitter.com/valueinvestor49

TikTok: https://www.tiktok.com/@valueinvestor49

LinkedIn: https://www.linkedin.com/company/valueinvestor49/

Website: https://valueinvestor.org/

--- Support this podcast: https://podcasters.spotify.com/pod/show/valueinvestor49/support
  continue reading

181 episodes

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