Topic Archives: Dream Finders Homes (DFH)

Infrastructure week! Looks like there’s a big ol chunk of cash that will be rolling downhill in the coming years for all the construction companies, broadband companies, materials companies, etc. after Congress finally passed the bipartisan infrastructure bill that they’ve been sitting on for months. Certainly our roads and bridges and public transport systems and […]

I thought we’d start out today with a quick teaser solution — Altimetry, one of the Stansberry/MarketWise publishers, is selling Joel Litman’s Microcap Confidential for $2,000 (“on sale” from $5,000, naturally, no refunds), and they’re doing so by hinting at a high-potential buy… here’s the intro: “Forensic Accountant who’s been followed by the Top 10 […]

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

  • WFCF is the only food one on the list. You'll be happy to know that DFH is also on the list!...

  • 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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