Topic Archives: Dream Finders Homes (DFH)

There’s been a little stirring of interest in real estate among the newsletter crowd again in recent years, most visibly with the launch of the Motley Fool’s Millionacres projects — investors are clearly interested in both publicly traded investments in the real estate space, and in “real world” real estate investments like rental properties (which […]

Bad news… Dream Finders Homes (DFH) did not partner up with Boston Omaha’s Yellowstone Acquisition SPAC (YSAC) to go public, as I had harbored some small hope they might… but good news, too, because DFH did go public this week, which came as a surprise to me on Thursday, since I hadn’t noticed the original […]

Comments

  • BOMN bought their DFH position years ago, when it was private, they’re up more than 500%. What’s going on now? ...

  • You have touched on this before, but what is wrong with DFH. The chart looks horrible and I can't see BOMN touting thi...

  • I was surprised by that, since they’ve indicated they consider DFH a long-term partner, but not particularly worried. ...

  • Thanks, Travis, for another well-written update and a balanced view of what could go right and wrong. I like your conti...

  • I have not ever looked at MHO, but the numbers look very solid at first glance. MHO has't had the consistently strong R...

  • Travis, have you looked at MHO? I own DFH but am looking at MHO now as well. Interesting home builder in the smart ho...

  • Sorry for the confusion, which comes because some of the lock box holdings are also in my regular portfolio. The Lo...

  • Really missed your Friday musings. Great to have you back! I have a question. With your lock box holdings, are your purc...

  • A better buy than my last purchase. There’s jitteriness about the housing market, and all homebuilder stocks will ri...

  • I don’t know what caused the big spike up last week for DFH, but presumably the end of that buying pressure caused the...

  • Hey Travis - thanks for the write-up. I have been waiting for an entry into DFH, as I believe it is a compelling opportu...

  • Travis, I appreciate your expertise. I joined March 2020. I have microdosed in DFH and FPH. I visit quiet often in FL...

  • Hey, everyone I lurk this page and I'm really grateful for what everyone has done. I think there are some great picks in...

  • Mostly, trying to build scale in non-sexy businesses at a low price — billboards, surety insurance, and now rural broa...

  • The other two currently in the LockBox are SDGR & DFH....

  • I'm more of a diversifier than a weeder, a lot of the best growth stocks I own are in a "hold" area for me -- the ones t...

  • I still own DFH in my regular portfolio and may buy or sell there... this new project is 20 companies, a five year locku...

  • but is DFH now part of the " lockbox portfolio" going with the same dollar amount? Do you intend to allocate each posit...

  • with interest rates close to 0% until 2023 and with next year's low estimate of revenue being 54% above this year's (a...

  • Same here. 3000 Acuif has made quite an addition to my portfolio. As always with winners, wish I had bought more. Found ...

  • Hi Travis, excelllent Friday file again. Especially like your link to the Interview with the CEO of PAR. That was an ...

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