2021 Special #7 - Lennar Corp

When everyone is leaving the city...

Sometimes it is due to the growth of the market (which is evident), sometimes it is due to the change in the business model (which may take some time) which will boost the margin, sometimes it is due to a spinoff (which usually happens within a year), sometime it is due to a dual class of shares (which create additional valuation discount), and sometime…

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