Calls
1
u/OppositeJury2310
Reddit r/ValueInvesting
Win Rate
0.0%
return
-34.8%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 15
$121.92
-34.8%
The author's reverse DCF implies the market is pricing roughly zero growth for Lennar over the next decade, even though housing starts remain below historical averages, millennials are entering peak homebuying years, and Lennar has been gaining market share with decent margins. Using an 8% discount rate, 2% terminal growth and 4-5% annual revenue growth, the author derives a fair value closer to $180 versus the ~$140 price, implying the stock is mispriced. The main stated risk is that the market may know something about housing that the author does not.
Homebuilders
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u/OppositeJury2310 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: LEN.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
