so buffet and berkshire just bought TMHC for 72.50 and everyone is acting like its the only thing that matters today. like yeah $8.5B is a massive deal but yall need to look at the actual plumbing of it taylor morrison has 350 communities and they basically trap buyers into their own mortgage and insurance stuff so its a massive cash cow. but housing starts literally fell 3% in april so this market is a total dumpster fire right now and you cant just buy whatever. i am legit all in on BLDR and MAS right now because they get paid for the framing and the sinks way before taylor morrison even sees a cent of profit. if u hold LEN or any other builder and ur not tracking supplier orders tomorrow morning ur gonna get absolutely wrecked. stop staring at buffet and wake up bc i feel like the only one actually watching the money flow right now.
position: long BLDR, MAS