Christian Olesen

Christian Olesen, an investor at Olesen Value Fund, dives into the overlooked realm of UK homebuilders, with a spotlight on Bellway. He explains the intriguing dynamics behind low demand due to economic cycles and why Bellway's valuation stands out. Discussions reveal the balance sheet strength and risk considerations for land investments. Olesen also delves into the macroeconomic landscape, planning regulations, and the importance of management incentives in boosting shareholder strategy. Packed with insights on navigating the UK housing market!