[LEN] Lennar Corporation - Part 2 with Stock Stories Podcast | VITV Podcast #142

Value Investor Chatter

English - May 18, 2021 07:00 - 55 minutes - 38.1 MB - ★★★★★ - 32 ratings
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Previous Episode: [LEN] Lennar Corporation - Part 1 with Stock Stories Podcast | VITV Podcast #141

Next Episode: How Michaels Became the Largest Provider of Arts & Crafts in America Part 1 | Value Investor Chatter | #143

Lennar Corporation is a home construction and real estate company based in Fontainebleau, Florida, with a Miami postal address. In 2017, the company was the largest home construction company in the United States after its purchase of CalAtlantic Homes. The company is ranked 154th on the Fortune 500 as of 2019. Wikipedia

Alex Mason is the host of Stock Stories Podcast (https://podcasts.apple.com/us/podcast...) where he shines light into the "stories" behind companies. It is an excellent podcast. I highly recommend you giving it a listen.

How does their top line and bottom line look? - 0:00
Debt load and overall balance sheet health - 16:37
Return on capital - 21:05
Excess cash management (ie. dividend, buyback) - 28:50
Management incentives - 38:30
Valuation - 43:30
Conclusion - 53:05

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