We first shared our thoughts on Lennar Corporation (and the broader housing industry) in February, and our conviction remains the same today. We believe Lennar has built a stronger, more capital-efficient business with the potential to generate attractive long-term returns on capital. Watch Larry Pitkowsky explain why we continue to find the company compelling:
▶ https://t.co/aMboQdCFlx
Views are as of the date of publication, subject to change, and do not constitute investment advice. References to specific securities are for illustrative purposes only and do not constitute investment recommendations or offers to buy or sell any security.
Andrew Bary recently wrote a thoughtful piece in Barron’s highlighting the housing sector and Lennar Corporation. As long-time investors in the company, we appreciated the opportunity to contribute perspective to the article.
Read here:
https://t.co/VLcpyhQhhz
Views are as of the date of publication, subject to change, and do not constitute investment advice.
Investing in companies that we believe are well positioned to navigate periods of market volatility and create long-term value has been a core element of GoodHaven’s investment approach. Given the current market environment, we believe @larrypitkowsky's recent interview discussing our long-standing investment in Brookfield Corporation is particularly timely.
▶ Watch here: https://t.co/TF5vc7earx
Click https://t.co/rMQbvUXqGb for a Summary Prospectus.
Mutual fund investing involves risk. Principal loss is possible.
Quasar Distributors, LLC, distributor.
Watch @larrypitkowsky discuss Brookfield Corporation with @AlgyHall on Citywire’s Elite Equity Edge Show, sharing why we believe the company is well positioned for continued long-term growth in today’s complex global environment.
▶ Watch here: https://t.co/ubrjTRnuyo
Click https://t.co/rMQbvUXqGb for a Summary Prospectus.
Mutual fund investing involves risk. Principal loss is possible.
Quasar Distributors, LLC, distributor.
Watch @larrypitkowsky discuss Lennar Corporation with @AlgyHall on Citywire’s Elite Equity Edge Show, including why we think Lennar’s evolution positions them well for the future - and may still be underappreciated by investors.
▶ Watch here: https://t.co/ubrjTRnuyo
Click https://t.co/rMQbvUXqGb for a Summary Prospectus.
Mutual fund investing involves risk. Principal loss is possible.
Quasar Distributors, LLC, distributor.
TerraVest Industries stands out for its disciplined approach to capital allocation—one of the key themes @larrypitkowsky discusses with @AlgyHall on @Citywire Elite Equity Edge Show.
▶ Watch here: https://t.co/ubrjTRnuyo
Click https://t.co/rMQbvUXqGb for a Summary Prospectus.
Mutual fund investing involves risk. Principal loss is possible.
Quasar Distributors, LLC, distributor.