TAYLOR MORRISON HOME CORP TMHC

August 15, 2021 - 9:06pm EST by

member

						2021	2022
Price:		28.17		EPS		5.40	7.45
Shares Out. (in M):		125		P/E		5.2	3.8
Market Cap (in $M):		3,529		P/FCF		10.5	4.5
Net Debt (in $M):		2,580		EBIT		1,730	2,138
TEV (in $M):		6,109		TEV/EBIT		3.5	2.9

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11	member 7/22/20 10:56AM You woke up my wife 9
You did call out the monster comp in post #3. But I still gasped and woke up my wife when I read the 8k. Really, if you think about it, that was your fault for... login to read the rest -3 view available tags
8	member 7/22/20 6:54AM 40% comps- LOL
My goodness. https://www.sec.gov/Archives/edgar/data/1639300/000114036120016476/brhc10013648_ex99-1.htm view available tags
7	member 6/29/20 1:21PM Re: Re: Re: Re: Itching to short this thing but it's hard near term 6
Yeah it doesn't sound like we disagree on much. I agree BIG today is quite different from OLLI today ... my main point is that OLLI today is pretty similar to BIG of ten years... login to read the rest 2 view available tags
4	member 6/29/20 12:25PM Re: Itching to short this thing but it's hard near term 3
i'm barely long anything here at this level, but in 5 years - 250 stores, right? - they sit at 610 stores. If you figure like I do that 1200-1500 and more is a possible... login to read the rest view available tags
1	member 6/08/20 8:46PM Agree
There is very little reason to support this being at all time highs, other than a less worse than expected comps and a short squeeze. I also doubt they can support 900 stores and so... login to read the rest 2 view available tags

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