Jump to content

Homebuilders?


Sunrider
 Share

Recommended Posts

Has anyone looked at these recently?

 

My thesis is that the economic repercussions of this crisis will reverberate beyond the COVID headlines, but then again all the cheap money may support credit markets sufficiently. Homebuilders on average seem in a much better financial position than in the last crisis.

 

What's the board's views on which ones may be attractive and have sufficiently strong balance sheets so that even if things get worse, they will ultimately come through well?

 

Thanks.

 

Link to comment
Share on other sites

 

What's the board's views on which ones may be attractive and have sufficiently strong balance sheets so that even if things get worse, they will ultimately come through well?

 

Thanks.

 

If you're looking for a strong balance sheet and a resilient business model, look at NVR.

Link to comment
Share on other sites

Guest eatliftinvestgolf

I would love any specific recommendations for further reading on this space, whether it's favorite CEO / annual letters, a book about the business model, etc.  I think the 20-yr outlook is very bright.

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share

×
×
  • Create New...