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/stock-stories-case-studies-mental-models-for-individual/id1358108851) where he shines light into the "stories" behind companies. It is an excellent podcast. I highly recommend you giving it a listen.
What does Lennar do? How did it start? - 0:00
What is its strategic edge? - 8:40
Margin optimization - 13:58
Lennar's main competitive advantage - 21:26
Home building industry macro trends & Lennar's long-term prospects - 31:20
Next episode - 40:03