Sign up or Log In

show sort by

You are not eligible to view 2 messages. To gain access to more recent message posts signup free for membership.

7	member 7/11/24 12:27AM Re: Re: Author Exit Recommendation 6
I ultimately think home affordability will get worse from current levels over the next year or two, which is worse than what I had underwritten. Even as a structural beneficiary, I don't think homebuilders are going 1 view available tags
6	member 6/27/24 1:15AM Re: Author Exit Recommendation 5
Care to elaborate? 1 view available tags
3	member 4/04/23 12:58AM Re: Re: earnings / valuation? 2
I agree with starfox - the high level thoughts are compelling, but I don't understand how that translates into a higher stock price. The simple home affordability math suggests that homebuilders either need to take... login to read the rest view available tags
2	member 4/02/23 5:23PM Re: earnings / valuation? 1
Homebuilders that will best navigate the current market are those who can continue to grow community count / supply. While I generally think this applies to many of the public homebuilders, the best situated homebuilders... login to read the rest 1 view available tags
1	member 3/31/23 8:14PM earnings / valuation?
Agree with your analysis in general but didn't see any thoughts on earnings / valuation. With the understanding that projection is kind of a stab in a dark right now, how do you think about... login to read the rest view available tags