Topic Archives: Lennar (LEN)

September 9, 2021 / Travis Johnson, Stock Gumshoe

De-teasing Sjuggerud’s “No. 1 Opportunity of the 2020s” Pitch

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 […]

January 22, 2021 / Travis Johnson, Stock Gumshoe

Friday File: Dreaming of NVR

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

Ron Morris on De-teasing Sjuggerud’s “No. 1 Opportunity of the 2020s” Pitch / Sep 10, 12:31am

I’m pushing 85 years old and go all the way back the first financial newsletter published and, in my opinion, Steve Sj...

youwannabet on De-teasing Sjuggerud’s “No. 1 Opportunity of the 2020s” Pitch / Sep 10, 12:27am

Thanks Travis! I really enjoyed reading your take on the housing sector. I bought some NVR a while back and intend t...

Travis Johnson, Stock Gumshoe on De-teasing Sjuggerud’s “No. 1 Opportunity of the 2020s” Pitch / Sep 9, 5:56pm

Interesting, thanks. Those must be the four from the special report focused on housing, the implication of the tease is...

Leonard Campbell on Nick Hodge’s Foundational Profits / Jun 16, 12:48pm

I am sorry, I wouldn't join your company for ANY reason. Because you don't interact with your Customers? There is NO-ONE...

Len short on Crow’s Nest, The / Mar 1, 10:10am

I apparently signed up a year ago and have never received anything from them all year long. Just called and unsubscribe...

Estefan on What’s Whitney Tilson’s “TaaS?” He says “It could put up to an extra $5,600 back in your pocket each year” / May 10, 7:26am

Covid19 was named such when they identified the virus. The other viruses you mentioned are out there but due to herd im...

Travis Johnson, Stock Gumshoe on Ask a Stupid Question… / May 20, 6:07pm

I wouldn't assume that relationship over any period of time that's short enough to reasonably speculate on put options -...