NeutralLENLennarLennarDHID.R. HortonD.R. HortonKBHKB HomeKB HomeMTHMeritage HomesMeritage HomesPHMPulteGroupPulteGroupTOLToll BrothersToll Brothers

3w ago on

🚨 WHO'S BUYING HOMEBUILDER STOCKS? 🏠 September pending home sales just plunged to an ALL-TIME LOW! 📉 Down 7.3% month-over-month 📉 Down 11.3% year-over-year 📉 Nearly 40% below September 2019 Meanwhile, homebuilder stocks are struggling. 2026 YTD performance: $DHI: -6.1% $LEN: -26.2% $PHM: -5.4% $NVR: -20.1% $TOL: -3.0% $KBH: -24.5% $MTH: -11.3% Higher mortgage rates, affordability challenges, and weak buyer confidence continue to pressure housing. But remember: The best investment opportunities often emerge when sentiment is at its worst. Is this a generational buying opportunity—or a value trap? Who's buying homebuilders today? 🎯 Chart Source: Wolf Richter

NeutralLENLennarLennarBRK-BBerkshire HathawayBerkshire Hathaway

3w ago on

In March 2018, my friend @porterstansb made a provocative argument about $BRK.A $BRK.B. In his book Warren's Mistakes, Porter questioned whether the investment discipline that had made Berkshire one of the greatest wealth-creation machines in American history was beginning to deteriorate. He even described Berkshire as "being badly mismanaged." Those were fighting words, but I've known Porter long enough to appreciate that he isn't afraid to challenge conventional wisdom. Although I don't necessarily agree with his sweeping assessment of Berkshire, I've always believed that even the world's greatest investors deserve scrutiny. This brings me to $LEN and $MRP... I'll include the @SeekingAlpha link in the comment section below.