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Value After Hours S03 E29: Lumber, Einhorn's Greenlight Letter, 17.5% Yearly Returns Expectations

The Acquirers Podcast

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Can I Defer the House?

Horton: "I just don't think it's as easy as saying like, i'm just not going to doat i think people are going to do it" The marginal cost of production has been within a few miles of my mill getting a log. So long as they can afford the home rate stay accommodative, then the lumber price isn't going to end up mattering that much.

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