Lennar Corporation Class B LEN.B

Lennar has seen its stock slide over the past year while headlines focus on rising mortgage costs and fresh legal scrutiny, which puts a sharp spotlight on one question for you as a shareholder or potential buyer. Is the current share price really aligned with the cash Lennar is expected to generate over time, or has recent news pulled the valuation away from those fundamentals? With the stock down about 33.6% over the past year, a lot of prior optimism has been stripped out. The key issue...

Lennar (LEN) just broke ground on Broadcast District, a mixed-use community planned for 441 homes wrapped around a 120,000-square-foot retail hub anchored by Whole Foods Market. The Broadcast District announcement lands after a tougher stretch for Lennar investors, with the share price down 26.4% year to date and the 1 year total shareholder return declining 33.6%. A recent 7 day share price gain of 3% hints at slightly improving short term momentum as markets reassess its growth projects and...

Lennar (NYSE:LEN) unveiled plans for the Broadcast District, a mixed-use neighborhood combining housing, retail, and recreation. The project features national retail partners including Whole Foods Market, Sephora, and Shake Shack as core commercial anchors. Lennar plans a mix of home types within Broadcast District intended to appeal to a broad range of buyers and household stages. Broadcast District marks a larger shift in how Lennar approaches community design, which connects to broader...

When Ray Dalio told investors to scrutinize free cash flow, he wasn't just talking about stocks. A $6 trillion rate shock is quietly reshaping homebuilder margins, gold vaults, and AI balance sheets in ways most portfolios aren't built to absorb.

Berkshire Hathaway just spent nearly $200 million buying into a homebuilder whose CEO admits conditions have deteriorated, margins are shrinking, and almost half of visitors can't qualify for a mortgage. What does Warren Buffett's successor see that the market clearly doesn't?

This isn’t the right time to buy housing stocks, says Evercore ISI ‘s Stephen Kim. But that could change in the next six months if the industry builds less and mortgage rates fall.

Mortgage rates are closing in on a threshold that forecasters said would not arrive until next year, and homebuilders are already making painful tradeoffs to keep buyers at the table.

LEN is prioritizing housing volume as affordability pressures squeeze margins, with lower costs and faster cycles supporting its strategy.

Berkshire Hathaway has delivered an 80.7% share price gain over the past 5 years, which puts a lot of attention on whether the current valuation is really grounded in the returns the conglomerate earns on its capital. With fresh headlines around its housing footprint and long held consumer brands, the question for you is how much of those capital returns are already baked into today’s price. The 80.7% move over 5 years puts Berkshire Hathaway’s long term compounding front and center for...

Lennar Corporation (NYSE:LEN) traded at around $77 on October 6, up 3.77% on the day and 39.05% lower over twelve months. Berkshire Hathaway has been buying through the decline, with a stake now above 11% of the company worth roughly $2.2 billion. Buying a ninth of a homebuilder below its own book value is a […]

Lennar stock rose about 1%, while Berkshire Hathaway stock was relatively flat.

Buying a homebuilder while interest rates are testing what buyers can afford can feel like stepping in too early. Lennar (LEN) stock has lost 41% over the past twelve months, while the S&P 500 returned about 16%. Yet the company still earns a profit, and management says its thinner margins are a deliberate choice. So why would a homebuilder choose to earn less on every home it sells.

Berkshire keeps buying Lennar shares even as the stock sinks below what it paid, a short seller questions the company's reported deliveries, and Greg Abel himself admits he sees no quick recovery in housing. That raises a question worth answering.

Berkshire Hathaway (BRK-B, BRK-A) raises its stake in homebuilder Lennar (LEN), now owning nearly 12% of the company. According to a Hunterbrook report, Lennar has sold 700 homes to its own REIT spin-off, Millrose Properties (MRP). The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian break down these headlines.

Nscale Limited, the full-stack AI cloud platform, today announced the appointment of Amy Banse, a seasoned corporate executive and veteran board director, to its Board of Directors. Banse will also serve as Chair of the Compensation Committee.