Home builders

Magic Markets Ep152: Walmart and Target


In episode 152 of Magic Markets, we’ve lined up a battle of the retail giants – Target vs. Walmart. Although we haven’t covered the former yet in Magic Markets Premium, we’ve covered Walmart and some of its largest competitors, like Costco. This week's show unpacks why Target massively beat expectations and some interesting trends in product categories. We also unpack why we need to look at constant currency results and the impact of inflation trends on these companies. There's alot to learn here. Join us.

Magic Markets Ep152: Walmart and Target2023-11-22T21:44:44+02:00

Magic Markets Ep151: Balwin, Calgro M3 and D.R Horton


This week, we’ve got property on our minds – buying it, renting it and even building it from the ground up. While Ghost is bringing homegrown insights from locally listed property investors Balwin and Calgro M3, Moe is discussing D.R Horton (no relation to Dr. Seuss), a home construction company headquartered in Arlington, Texas.

Magic Markets Ep151: Balwin, Calgro M3 and D.R Horton2023-11-15T20:13:43+02:00

Lennar: value in the cycle


Use the podcast player below to listen to our discussion on Lennar and its Q3’22 result, which accompanies the detailed write-up below: (Date of report: 29 September 2022) Rates are higher. The world is scared. A recession is on everyone’s mind. Yet, here we are, looking at a company that builds homes in the US. Is this a suicide mission? Or, is the market just too pessimistic? It may not be obvious at first blush, but there are reasons to believe that Lennar might be interesting at these levels. It’s even more interesting with a bit of patience. Elevator pitch Homebuilding: [...]

Lennar: value in the cycle2022-09-28T22:58:49+02:00


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