Value Investing with Sven Carlin, Ph.D.Published 2026-11-10
“Housing Stocks Look Interesting - Lennar, NVR, Weyerhaeuser + S&P 500 Stock by Stock 440 to 420”
$LYBNo side taken
AI summary · LYB was ugly earlier, boomed after the Iran war lifted plastic prices, and now suffers as higher input costs pressure it. The speaker finds its path too hard to know: destroyed Iranian production may mean less competition and higher prices, but recession risk remains.
We discussed lion delasel here somewhere. It was ugly then and then we had Iran. It boomed back thanks to that. However, now it suffers because first Iran war pushed the plastic and all whatever they are doing prices higher, but now their input costs are going higher and that's putting pressure on them.
Too crazy for me to know where will it go. Even if likely it will be a positive for the market, but for them as the production there in Iran has been destroyed, less competition, higher prices, but you never know, recessions and things like that.