CITED CLIPS
Valuation Gap Insights
Jesse and Ed discuss the valuation gap in companies, emphasizing the significance of revenue growth from land acquisitions rather than large company purchases. Ed's conservative view questions why certain companies like Horton and Lennar hold excess cash on their balance sheets.In this clip
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Business Breakdowns
D.R. Horton: Building a New Model - [Business Breakdowns, EP.154]
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