- Entry
- $79.56
- Now
- $76.40 -4.0%
- Target
- $203.70
- Score
- —
Over the next few months, I plan to post about every holding in my portfolio. See my previous post for my overview of Coupang. Business overview: Lennar is one of the largest homebuilders in the nation. Their "secret sauce" is that they use standardized plans to build homes. Basically, there are a variety of layouts they build that allow for customization but with similar materials, which allows them 2 advantages 1. they are able to use their scale to purchase …
— ORIGINAL POST ·
Lennar: Housing Lull Hiding Improved Business Model
· r/ValueInvesting
· Aug 22, 2026