Description

Today Beko Jang, of Value Investor TV and I wrap up our conversation of Lennar Corporation, the large homebuilder.  Instead of talking about big picture concepts like competitive advantage and company history, we’re going deep into the numbers.

In today's episode we discuss:

• Lennar’s massive revenue growth in the last few years
• Why the price of lumber is key for this business
• Lennar’s balance sheet and capital allocation policies
• … and much more!

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Instagram: @stockstoryteller | Twitter: @stckstryteller | Email: alex@stockstoriespodcast.com.

Email: alex@stockstoriespodcast.com