bullish
D.R. Horton: Building a New Model - [Business Breakdowns, EP.154]
SUMMARY
- Ed Wachenheim, founder of Greenhaven Capital, discusses his experience in the homebuilding industry since the 1980s
- Ed shares insights on the evolution of the homebuilding business model and his investment approach
- Early investment in US Home led to a deep dive into the industry, identifying growth opportunities and the impact of market crises.
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