Understanding Home Builders: Insights From Brett & Ryan Of Chit Chat Stocks The Investing For Beginners Podcast

Content provided by Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

The Investing for Beginners Podcast - Your Path to Financial Freedom »
Understanding Home Builders: Insights from Brett & Ryan of Chit Chat Stocks

20h ago 54:39

Distribuie

MP3•Pagina episodului

The Investing for Beginners Podcast dives into the fascinating world of home builders with Brett and Ryan from Chit Chat Stocks. Learn how interest rates, land options, and market dynamics shape the industry. Discover key metrics, regional trends, and strategies for evaluating home builders as potential investments in this insightful and engaging discussion.

[00:02:06] Home builders face unique challenges due to rising interest rates.
[00:03:08] Industry dynamics vary by geography and home type (entry-level, luxury).
[00:04:12] Home shortages benefit new builds as existing homeowners stay put.
[00:05:10] New home sales offset declines in existing home sales.
[00:14:11] Land option models reduce risk for asset-light home builders.
[00:27:18] Mortgage rate buy-downs incentivize buyers despite affordability challenges.
[00:33:22] Home builders’ valuations reflect cyclical risks and macroeconomic uncertainty.
[00:41:02] Key metrics: cancellation rates, inventory turns, and land ownership models.

For more of Brett & Ryan

Chit Chat Stocks Podcast

Chit Chat Stocks on X

Brett on X

Ryan on X

Today's show is sponsored by:

Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.

Go to monarchmoney.com/BEGINNERS for THIRTY PERCENT OFF your first year.

Sign up for a one-dollar-per-month trial period at shopify.com/beginners.

Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING

Get 10 FREE meals at HelloFresh.com/freeinvesting!

Get two hundred fifty dollars when you join Ramp. Go to ramp.com/BEGINNERS

Cut your wireless bill to 15 bucks a month at mintmobile.com/beginners.

Go to SELECTQUOTE.COM/BEGINNERS TODAY to get started.

Find great investments at Value Spotlight

Have questions? Send them to newsletter@einvestingforbeginners.com

Start learning how to value companies here: DCF Demystified Link

SUBSCRIBE TO THE SHOW

Apple | Spotify | Google | Amazon | Tunein

Learn more about your ad choices. Visit megaphone.fm/adchoices

513 episoade

#Trading #Business #Andrew Sather #Dave Ahern | Stock Market Guide to Buying Stocks like