Weighted Capital

Share this post

User's avatar
Weighted Capital
2021 Special #7 - Lennar Corp
Copy link
Facebook
Email
Notes
More

2021 Special #7 - Lennar Corp

When everyone is leaving the city...

OngWeeHiang's avatar
OngWeeHiang
Mar 26, 2021
∙ Paid

Share this post

User's avatar
Weighted Capital
2021 Special #7 - Lennar Corp
Copy link
Facebook
Email
Notes
More
Share

Sometimes it is due to the growth of the market (which is evident), sometimes it is due to the change in the business model (which may take some time) which will boost the margin, sometimes it is due to a spinoff (which usually happens within a year), sometime it is due to a dual class of shares (which create additional valuation discount), and sometime…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Weighted Capital
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More