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“We had a a really strong view on home builders from last year that uh there were two things going on.”
@All-In Podcast
Third Point is short homebuilders on a dual thesis: the sector is structurally impaired by hidden land-pool liabilities dressed up as asset-light options, and post-COVID cost inflation has outrun what buyers can afford at current mortgage rates. Loeb explicitly confirms the position is live.
XHBSHORT@ $105.88
$105.30+0.55%
since call Jun 5
“We had a a really strong view on home builders from last year that uh there were two things going on.”
@All-In Podcast
Homebuilders all pretending to be asset-light NVR while really committed to land pools; the post-COVID inventory hangover squeezes them
NVRSHORT@ $6,204.68
$6,242.07-0.60%
since call Jun 5
peak +3.7%
21:24LONG
“I think we'll look back at some point in time and say that was a foolish way to think about Nvidia given its dominant position and its valuation relative to…”
@All-In Podcast
Treated as a safe short by long-short pods forced to hedge, but undervalued on next 2-3yr earnings
NVDALONG@ $211.08
$199.34-5.56%
since call Jun 5
TIMESTAMPS
17:02
17:02
21:24