VITV Podcast

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

May 18, 2021 valueinvestor.org, LLC Episode 142
VITV Podcast
[LEN] Lennar Corporation - Part 2 with Stock Stories Podcast | VITV Podcast #142
Show Notes

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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