Business
Lennar Corporation is a home construction and real estate company based in Fontainebleau, Florida, with a Miami postal address. In 2017, the company was the largest home construction company in the United States after its purchase of CalAtlantic Homes. The company is ranked 154th on the Fortune 500 as of 2019. WikipediaAlex Mason is the host of Stock Stories Podcast (https://podcasts.apple.com/us/podcast/stock-stories-case-studies-mental-models-for-individual/id1358108851) where he shines light into the "stories" behind companies. It is an excellent podcast. I highly recommend you giving it a listen. What does Lennar do? How did it start? - 0:00What is its strategic edge? - 8:40Margin optimization - 13:58Lennar's main competitive advantage - 21:26Home building industry macro trends & Lennar's long-term prospects - 31:20Next episode - 40:03Email: info@valueinvestor.orgTwitter: @vitvpodcastInstagram: @vitvpodcastFacebook: /vitvpodcastDatabase: www.valueinvestor.org