Evercore analyst has almost $10 per share estimate for 2022 per Barron's article this weekend. Demand for larger homes is definitely continuing in our area here in Los Angeles so far.
Hi LBB, Thanks for this idea. Seems like your thesis is playing out so far. Any incremental thoughts or insights based on results since the write up? CEO made very strong statements about the market... login to read the rest
Hi lbb,
Thanks for the pitch. I have a few questions:
-Why TOL? Why did they report among the worst past quarter among homebuilders?
-Do you like other homebuilders? How do you think about spec homes vs build... login to read the rest
Thanks for the idea. Couple of dumb questions:
1. looks like you are around 70% ahead of consensus on EPS, which seems to stem from your revenue estimate, which is over 20% above consensus. Do I... login to read the rest
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