17min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP329: Value Investing - w/ John Huber, Tobias Carlisle, and Wes Gray (Business Podcast)

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Navigating Cycles in Real Estate Investing

This chapter explores the cyclical nature of the real estate industry, with a focus on the differing business models of home builders like NVR and Lennar. It emphasizes the importance of understanding a company's operational strategies amid economic fluctuations and the balance between maximizing profits and minimizing risks. The discussion also highlights the importance of aligning investment strategies with personal comfort levels regarding risk, particularly in the context of behavioral dynamics in investing.

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