This is Part Two of the Industry Primers audio program on homebuilding, published by Latticework from MOI Global. It is the deep dive, made for professional investors and for anyone who analyzes these companies for a living. It assumes the ordinary vocabulary of investing and explains only what is specific to this industry, and it stands on its own for …
Industry Primers
Industry Primers Podcast: Homebuilding, Part Two: The Deep Dive
Industry Primers Podcast: Homebuilding, Part Two: The Deep Dive
A working method for analyzing the homebuilders: the land option, the mortgage sold with the house, the accounting that writes land down but never back up, and the questions a practitioner puts to any builder.
Industry Primers
Perspectives and deep dives on a wide range of sectors and industries
Perspectives and deep dives on a wide range of sectors and industriesAppears in episode
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