This is Part Two of the Latticework Business Intelligence audio program on Lennar, from Latticework by MOI Global. It is the second of two audio programs that accompany our research report on Lennar Corporation (NYSE: LEN), and it is the deep dive, made for professional investors and for anyone who analyzes homebuilders for a living. It assumes the ordi…
Latticework Business Intelligence
Lennar, Part Two: The Deep Dive
Lennar, Part Two: The Deep Dive
A working method for analyzing Lennar, from what one home earns and the land it controls without owning it to ten years of promises scored, five debates in two voices and a value at a fixed 10 percent return.
Latticework Business Intelligence
In-depth research on a single company: a full reference report, the model behind it, and a podcast that tells the story and then works through the investment case.
In-depth research on a single company: a full reference report, the model behind it, and a podcast that tells the story and then works through the investment case.
