Wealthion on $LEN (Oct 28, 2026)
AI summary · Wealthion
Lennar currently offers value only for investors who can adopt a much longer time horizon; the value case is conditional on that patience.
BullishHe framed it in years
“Housing Weakness is spreading to luxury buyers | Ivy Zelman”
WealthionPublished Oct 28 · 2 passages
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Against this backdrop, did anyone in the industry or among those I spoke to at the summit find it interesting that Berkshire Hathaway has such a large financial center in Lennar, given all the troubles I just described?
Currently, there is value in Lennar if you can adopt a much longer time horizon .