LEN
2 tracked calls · 1 long · 1 short · last 90d: 1L/1S
first called by Bill Ackman 4w ago
IN TRACKED PORTFOLIOS
SHORT3w ago
“I don't like housing... If interest rates go up, that's not really great for housing. Interest rates go down, that tells you the economy is getting worse. And that ain't great for housing. So, I wante”Thoughtful Money · Adam Taggart | Thoughtful Money®
Lennar is trapped in a dying housing market where they are already slashing delivery targets to 82,000 homes because everyday buyers are tapped out.
LENSHORT@ $86.17
$81.39+5.55%
since call Jul 5
peak +8.8%
LONG4w ago
“Florida is a very well run state. NY is the anti-Florida.”Bill Ackman
Florida's fiscal edge over NY (no income tax, 4yr spending cuts, property tax cuts) sustains migration inflows that lift Lennar's FL-heavy homebuilding pipeline
LENLONG@ $93.35
$81.39-12.82%
since call Jun 28