Sign up to save your podcasts
Or
Share Understanding Home Builders: Insights from Brett & Ryan of Chit Chat Stocks
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Understanding Home Builders: Insights from Brett & Ryan of Chit Chat Stocks
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 [email protected]
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
View all episodes
By By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like
4.1
13681,368 ratings
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 [email protected]
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
More shows like The Investing for Beginners Podcast - Your Path to Financial Freedom
View all
Money Guy Show
3,197 Listeners
Investing Insights
510 Listeners
InvestTalk
1,501 Listeners
Motley Fool Money
3,203 Listeners
Best Stocks Now with Bill Gunderson
352 Listeners
We Study Billionaires - The Investor’s Podcast Network
3,381 Listeners
NerdWallet's Smart Money Podcast
733 Listeners
BiggerPockets Money Podcast
3,078 Listeners
Chit Chat Stocks
194 Listeners
The Intrinsic Value Podcast - The Investor’s Podcast Network
560 Listeners
The Personal Finance Podcast
1,384 Listeners
The Beginner's Guide to the Stock Market
170 Listeners
The Money Mondays
467 Listeners
Stock Market Today With IBD
42 Listeners
Day Trading for Beginners
56 Listeners